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    Automation: Free Your Mind
    March 20, 2024
    Automation: Free Your Mind
    In today’s fast-paced world, time is precious, and finding ways to reduce stress and worry is crucial. One effective solution is automation, particularly when it comes to managing your finances. Over the past decade, I’ve had numerous discussions with friends and family about simplifying their financial responsibilities. While many express concerns about security, it’s important...
    Understanding UTMA Accounts and When to Use Them
    March 11, 2024
    Understanding UTMA Accounts and When to Use Them
    We recently onboarded a new client that was interested in saving money for his children using an UTMA account. He was familiar with 529 College Savings Plans, but wanted another option for his children to access funds during adulthood if they didn’t need the money for college education. We recommended an UTMA account to help...
    Last Minute Tax Planning Strategies
    March 5, 2024
    Last Minute Tax Planning Strategies
    Even as the calendar has turned to 2024, there are several things one can do prior to filing taxes to reduce your overall tax liability for 2023. A part of our Purpose-Built Planning Process (which you can find here) involves implementing strategic tax planning opportunities that reduce our client’s tax bill. Some of the more...
    Remembered
    February 21, 2024
    Remembered
    A New Home We stumbled across him at a specialized dog breeder in Middle Tennessee in late 2011. We were there looking for a Soft Coated Wheaten Terrier puppy for our daughter as a Christmas gift that year. As we entered the parking lot, I noticed an energetic dog in a fenced area. He sprinted...
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    Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.