Archive for March 2023
How to Use an HSA to Save for Retirement
An HSA (Health Savings Account) is a tax-advantaged savings account that can be used to pay for qualified medical expenses. However, it can also be used as a retirement savings vehicle. Here are some tips on how to save for retirement through an HSA: One of the main qualifiers for being allowed to contribute to…
Read MoreMaximizing Your Health Savings Account
Carson and Myles discuss Health Savings Accounts (HSA’s) and how you can be sure you are taking full advantage of all they have to offer. They also offer up some tips on how to fully maximize HSA’s and how they may or may not play a role in your financial plan
Read MoreCarson News Channel 5 – Bank Failures and Your Money
Carson joins Nick Beres of News Channel 5 to discuss the latest with the bank failures, stock markets and investments.
Read MoreWomen and Wealth
David, Jeri Anne, and guest Olivia Hails recap as recent event that we held that focused on women and their important in the financial industry. They highlight key statistics and shed some light on how important this topic is.
Read MoreOur Perspective on the Recent Banking Headlines
The headlines have been roaring the past few days with news of Silicon Valley Banking going under (the largest banking failure since 2008) and now Credit Suisse being in trouble. We knew the effects of the Fed tightening the economy this fast would slowly come to fruition and take time to be felt in different…
Read MoreDAVID ADAMS NAMED TO BARRON’S LIST OF TOP 1,200 ADVISORS
March 14, 2023 FOR IMMEDIATE RELEASE Media Contact: Taylor Worthington (615) 435-3644 DAVID W. ADAMS NAMED TO BARRON’S LIST OF TOP 1,200 ADVISORS NASHVILLE, TN – David Adams, Founder/CEO, of Adams Wealth Partners was among the Raymond James-affiliated advisors named to Barron’s list of Top 1,200 Advisors. The list, which recognizes top…
Read MoreWhy Your Money in the Bank is Safe – Carson News Channel 5 Interview
News Channel 5 stopped by to chat with Carson about the recent issues that have forced the closure of some banks, how FDIC insurance works, and why your money is safe in the bank. Check out what Carson had to say and what his thoughts were!
Read MoreFrom the Heart and Desk of David Adams
The hardest thing I have done to date in my 44 years, was delivering my mother’s eulogy last month. I spoke out a letter in which my father had written to her, along with funny and happy stories of my sweet mother. I just got back from 10 days away in the mountains healing and…
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