Thursday, September 29, 2022
(865) 226-9982
September e-Newsletter
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
Riddle of the Month
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*
Latest Posts
Stay in the know
RMDs | Happening Now
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
With all the negative news in the media, and an economy that continues to struggle, we often get asked by clients “Why don’t we sell our investments and wait until things get better?” We have three important reasons this doesn't work.
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
It was another epic time at our annual Smokies Baseball client appreciation event last month. Check out the 200+ pictures Sarah (Marketing Intern) captured.
Last Month's eNews | In case you missed it
We sent our last e-newsletter on August 30th. Click here to read it.
TVAMP Team
Always here for you
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.
Upcoming Events
Holidays, market closures, and financial to-do's
Sept 30
Last day to determine beneficiaries after IRA owner's death
🖋
October 1
FAFSA 2023 - 2024 opens (more info for students here)
🎓
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
Live Invested
Live life on purpose
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.
Thanks for Reading
Share newsletter ideas with us: connect@tvamp.com
Riddle answer:
Levi is Michael's son.