Posts by Myles Zueger
Should You Pay Off Your Mortgage Early?
On this week’s episode Myles, Carson, and Jeri Anne discuss a topic that comes up often with clients. Especially those who are buying properties with much higher interest rates. This is a great listen for those who are wondering if paying off your mortgage early is the right move.
Read MoreWhat Are Some Alternatives To The Stock Market?
Carson, Jeri Anne, and Myles discuss alternatives ways to have your money working for you outside of the stock market.
Read MoreThe Case For Cash – Flex Your Ability to Move Quickly
In the world of personal finance, the adage “cash is king” couldn’t be more true, especially when it comes to short-term liquidity needs. Cash, often referred to as the lifeblood of financial stability, holds a pivotal role in ensuring we can navigate the ebbs and flows of our financial landscape with confidence and ease. From…
Read MorePassing Down Wealth To The Next Generation
Myles and Carson discuss various ways to pass down assets to the next generations and the importance of doing so properly.
Read MoreMyles News Channel 4 Interview: How to Get the Most Out of the State Grocery Tax Holiday
News Channel 4 stopped by to office to talk to Myles and get our thoughts on the state grocery tax holiday that is going on for the next 3 months. The three-month grocery tax holiday ends October 31, and it’s estimated to save Tennesseans up to 6.75 percent in state and local option sales tax…
Read MoreOvercoming Psychological Barriers in Retirement
Retirement is often seen as the golden phase of life; it’s a time when we can finally relax and enjoy the fruits of our labor. However, despite having saved diligently throughout our working years, many individuals find it challenging to spend their hard-earned savings during retirement. This reluctance stems from various psychological barriers that prevent…
Read MoreThe Fall of Crypto
Over the past few years, cryptocurrencies have become increasingly popular and have gained a significant amount of attention from investors and the media alike. However, recent events have shown that the hype around cryptocurrencies may be starting to fade. The fall of crypto can be attributed to several factors, including regulatory uncertainty, market volatility, and…
Read MoreQ2 Market Update Webinar Replay
The replay to our Q2 Market Update Webinar that was held on June 6th is now available. During the webinar, we provided an update on the economy, markets, and where we think things go from here. If you have any questions do not hesitate to reach out.
Read MoreHow the Secure 2.0 Act is Shaping Our Advice to Clients
The SECURE Act 2.0 was an update to the current SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement. The original SECURE Act was passed in 2019 and aimed to make it easier for people to save for retirement. The proposed SECURE Act 2.0 is expected to build on the success of…
Read MoreNutrition 101: Is Sitting the New Smoking
Michelle Norris, Director of Corporate Wellness at SweatNET, joins us for the first time in 2023. Now more than ever it is important to focus on our health as part of a well-rounded plan. Michelle discusses the importance of physical movement and some tips on how to work it into your busy day.
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