As a parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children’s education? It’s possible to do both, but with the cost of college education and retirement rising faster than the rate of inflation, targeting just one of those goals can be a challenge. Here are some factors to consider if you are weighing your options.
关于我们
Bluff City Advisory Group is dedicated to building the future you desire. Our team is built on decades of wealth management experience, and we’ve seen it all! Our financial advisors have a reputation for professional excellence, and our clients rely on their high level of confidence and integrity. Whether you need guidance on developing a financial plan, creating a customized executive benefits program for your business or preparing a detailed asset allocation analysis, the advisors at Bluff City Advisory will provide forward-thinking and cost-effective investment strategies customized to uniquely fit each client. We value providing quality advice, experience and access to our clients, and we invite an open dialogue and connection beyond your annual review. Lastly, we believe that everyone deserves financial security. No matter your level of wealth or financial goal, we will serve as an advocate and guide to grow a portfolio that is fruitful and sustainable for you. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, LA, MD, MI, MO, MS, NC, NY, OH, OR, SC, TN, TX, UT, VA, WA.
- 网站
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https://www.bluffcityadvisory.com/
Bluff City Advisory Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Memphis，Tennessee
- 类型
- 私人持股
- 创立
- 2020
- 领域
- Financial Planning、Wealth Management、Retirement Planning、Employee-Sponsored Retirement Plans、Investment Advisory Accounts、Fixed and Variable Annuities、Education Planning、IRAs、Mutual Funds、Life Insurance、Risk Management、Employee Benefits和Business Insurance
地点
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主要
获取路线
7906 Players Forest Dr
US，Tennessee，Memphis，38119
Bluff City Advisory Group员工
动态
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Many of us start looking toward retirement at the very start of our careers. Yet even with decades of anticipation, many retirees end up with major regrets. Here are five regrets we often see and how to avoid them: https://lnkd.in/ee_WNVC6?
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Market volatility can feel like a rollercoaster, but the ups and downs are part of investing. While fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. Here are some strategies you can follow when the markets get choppy.
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About 15% of American adults expect to receive an inheritance in the next decade. If you’re in this boat, it's important to consider the challenges of today's economic environment that may impact your financial progress. Bluff City Advisory can be your guide to help you make the most of your inheritance. #FinancialWellness #WealthTransfer
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Do you have a retirement account left with a former employer? There are more than 29 million "forgotten" retirement accounts holding roughly $1.65 trillion in assets, which means you may have unclaimed money. Contact your former employer to double check, and our team can help you transfer it to a fund that’s most beneficial to you.
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Do you know your IRA Contribution Deadlines?? ? You have until April 15, 2025, to make a 2024 IRA contribution. ? Once you reach age 73, you must begin taking RMDs from a traditional IRA in most circumstances. Withdrawals from traditional IRAs are taxed as ordinary income and, if taken before age 59?, may be subject to a 10% federal income tax penalty. ? To qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a 5-year holding requirement and occur after age 59?. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, such as the owner's death. The original Roth IRA owner is not required to take minimum annual withdrawals. #IRAContributionDeadline #FinancialNews #TaxDeadline
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