Retire While You Work ® Blog

How 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…

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Forbes Announces David Adams as a 2023 Best-In-State Wealth Advisor for the 6th Consecutive Year

  April 14, 2023                                                                         FOR IMMEDIATE RELEASE Media contact: Taylor Worthington 615-435-3644   DAVID ADAMS OF…

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Things to Consider When Buying Your First Home

Buying your first home is an exciting and daunting experience. It can be overwhelming to navigate the…

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Update on our Strategies – Where We Are and Where We Are Going

As you know, throughout 2022, our Investment Committee made small, but meaningful, defensive tweaks to your strategy….

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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…

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Our Perspective on the Recent Banking Headlines

The headlines have been roaring the past few days with news of Silicon Valley Banking going under…

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DAVID 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…

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From 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…

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Filing a Tax Extension: What You Need to Know

If you are unable to file your tax return by the deadline (usually April 15th), you can…

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Q1 Notes From the Adams Wealth Partners Investment Committee

2022 came and went in what feels like a flash. With it came and went a year…

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Financial Wellness – It’s a Marathon, Not a Sprint

Some of the most common New Year’s resolutions have to do with fitness and finances. This is…

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