Understanding Your Financial Environment
Life is always changing, and as these changes occur, getting the right financial advice can make a world of difference in making wise decisions and successful transitions. At First Advantage Investments we offer the same expertise that can be found in a skyscraper investment firm, but with a warm Tennessee touch. We know that each person faces different circumstances and has different needs. Also, we believe that a helter-skelter approach to personal finance is one of the most common mistakes many investors make. Instead, we offer clients a fully-coordinated, individually-crafted financial plan to help them work toward their goals. Won’t you let us share our ideas for pursuing your goals?Contact Us
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
One way to find money is to examine your current spending habits and eliminate money wasters.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Simple steps may help you foil hackers and protect your privacy.
A look inside the U.S. government's statistics on household net worth.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
Here is a quick history of the Federal Reserve and an overview of what it does.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.