Retirement

The Refund and the System: Making a 401(k) Contribution in Memphis

April 27, 2026

In the city of Memphis, as in every city across America, the arrival of spring brings with it a customary ritual. For some, it is the azalea blooming in Overton Park, for others, the slow return of heat to the banks of the Mississippi, and for many, it is the arrival of the tax refund—a sum that, for a moment, seems to represent possibility itself.

Using HSAs to Prepare for Health Costs in Retirement

Retirement

April 21, 2026

Treating your Health Savings Account like a long-term investment vehicle is one of the most underutilized yet powerful strategies to manage rising health costs in retirement.

RETIREMENT PLANNING: The Two Paths to Tax-Free Retirement Money

Retirement

May 20, 2026

The Two Paths to Tax-Free Retirement Money A client’s question sparked a deeper conversation about retirement strategies, income limits, and a tricky tax rule that often catches people by surprise.