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Recent Blog Posts

Using Installment Plans While Continuing Minimum 401(k) Savings

April 29, 2026

Owing taxes can be stressful. When you have a federal or state tax bill due, it’s natural to want to free up cash fast. Many people consider stopping their retirement contributions until the tax is paid off.

Setting Up an Annual “Refund Action Plan” in Advance

Retirement

April 29, 2026

A tax refund can feel like a bonus, but it’s really just money you paid in taxes that you didn’t need to. Since it’s your own money coming back to you, it’s worth thinking carefully about how you use it.

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 28, 2026

News

April 28, 2026

There’s been lots of good news over the past few weeks, and it’s all exciting. Positive stories about our people and our places. News about what makes Memphis, Memphis.On that note, early voting ends this week, April 30. Your vote is part of the positive Memphis story.

AI Concerns Knock Tech Lower as Oil Adds Inflation Pressure

Personal Investor

April 28, 2026

Stocks ended lower Tuesday as renewed concerns over AI monetization and infrastructure spending weighed on technology shares ahead of a heavy slate of megacap earnings.

Stocks Hold Records as Tech Earnings and Fed Decision Loom

Personal Investor

April 27, 2026

Stocks started the week quietly but constructively, with the S&P 500 and Nasdaq edging to fresh intraday and closing highs as investors looked ahead to a packed stretch of megacap tech earnings and central bank decisions.

Using a Tax Bill as a Prompt to Revisit Withholding and 401(k) Choices