Thursday, September 29, 2022 |
|
Retirement planning, Riddle of the month, RMDs and Life Insurance reviews, Reasons not to sell, Jeff Foster, CFP®, Nancy Kelley, Creamy slow cooker recipe, Mending family rifts, and Healthy snacking. |
|
Happy Thursday!
A timely "Trick" and "Treat" message about retirement planning.
The Trick 🎃
We've had quite a few retirement focused meetings with new clients lately. People come to us knowing that they are close to retirement, but want us to review their income stream scenarios.
Retirement can feel like a scary 👻 life transition even for those who have more than enough saved. It's what people don't know that truly spooks them. The TVAMP team is experienced, educated, and truly excited about helping our clients retire at their best possible time.
The Treat 🍫
Soon-to-be retirees crave confidence. We consider it a treat 🍬 to help people navigate the complexities of things like health insurance and Social Security, then determine how to deploy their retirement funds.
Our clients who are going on their 60s are amazed at just how far Social Security and Medicare (and sometimes their pension) will go in replacing their salary and employment benefits.
To us, nothing is more rewarding than preparing you for for life’s milestones and helping you reach your goals.
|
|
Sincerely,
Your TVAMP Team
|
|
Michael introduces Levi to his friends, stating that Levi's father is also the son of Michael's father. But Michael is an only child. So how are Michael and Levi related? |
*Answer can be found at the bottom of this eNewsletter* |
|
If you're over age 72, we will contact you soon to ensure you've taken your Required Minimum Distribution (RMD) from your retirement account before the year ends. |
|
Life Insurance Awareness Month | Financial Reminder
|
If you haven't reviewed your life insurance in awhile, you may be surprised that what made sense in the past no longer fits your life. Call us to talk through it (865) 226-9982
|
|
"Why Don't We Just Sell?" | Market Update
|
|
Your Friends & Family | Financial Planning
|
This time of year, we focus on financial "preventative maintenance." Do your friends and family members get the same level of service and ongoing communication from their advisor (if they have one)? Send them our way. We'd welcome the opportunity to help them. |
|
Smokies Baseball | Past Events
|
|
Last Month's eNews | In case you missed it
|
|
TVAMP Senior Partner and Wealth Advisor, Jeff Foster, CFP® is approaching 23 years working as a financial advisor! We asked him, "If you could do anything at all, what would you do?" He responded, "I'd stick to financial planning. Over the years, it has become my true passion." |
|
Nancy Kelley is one of our friendly Client Service Professionals ready to take your call. |
|
See all of the TVAMP team members on our team page.
|
|
Holidays, market closures, and financial to-do's |
|
Sept 30
Last day to determine beneficiaries after IRA owner's death
🖋
|
|
October 15
Medicare Advantage and drug plan open enrollment begins
💊
|
|
October 31
Happy Halloween
🎃
|
|
Contact us if you have questions about any of these dates. |
|
Slow Cooker Creamy Chicken, Broccoli, & Rice |
Recipe of the month from the TVAMP Team: Andrew Cochran, CFP® |
"This meal is healthy, easy, and delicious. Leftovers are great, too!"
- Andrew Cochran, CFP®, Wealth Advisor
|
|
How to mend a family rift (before the holidays get here). This study found most family estrangement unfortunately starts with either conflicts of money, conflicts with in-laws, or harsh parenting. In most situations, calling a truce is beneficial for everyone involved. Use these 4 key elements to move relationships forward.
|
|
Riddle answer:
Levi is Michael's son.
|
|
Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through TVAMP, a registered investment advisor, and separate entity from LPL Financial.
The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.
|
|
|
|
|
|
|
