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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?

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Four vacation destinations you might never have thought of.

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The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

 

Making Sense of U.S. Household Net Worth

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Money that Buys Good Health is Never Ill Spent

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What’s the deal with your yearly free credit report?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Estimate your monthly and annual income from various IRA types.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Saving for College 101

Here’s a crash course on saving for college.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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If you died, what would happen to your email archives, social profiles and online accounts?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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