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Information Articles for the Clarksville TN and Montgomery County Tennessee area

Articles

Information Articles for the Clarksville TN and Montgomery County Tennessee area

Frazier Allen: Eight moves to whip your Tax Strategy into shape

March 4, 2018

Get Financially Fit

F&M Investment Services - Raymond James - Clarksville, TNClarksville, TN – Tax season isn’t the only time you should be mindful of your taxes. Challenge yourself to tone up your tax strategy and help you keep your taxes in top form year-round. Of course, also be sure to consult your tax professional and financial advisor.

1. Find A Trainer

You’ll want a heavyweight tax professional in your corner. Don’t have one? Ask your financial advisor, other professionals, friends and family for a recommendation and get interviewing. You’ll need a tax trainer to keep you focused.

Frazier Allen

Frazier Allen

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Frazier Allen: One of the Easiest Ways to Save for Retirement

April 9, 2016

F&M Investment Services - Raymond James - Clarksville, TNClarksville, TN – There is so much to consider when planning for the retirement you envision, but fortunately one of the most impactful steps you can take is also the easiest: Automating your savings.

Actively moving money into a retirement account each month takes willpower and discipline, and can lead to missed or minimized contributions. By automating your savings directly from your paycheck, you have the opportunity to save for your future in a worry-free way.

Saving early and often can help you reach your retirement saving goals.

Saving early and often can help you reach your retirement saving goals.

[Read more]

Frazier Allen: 12 Ways to Revive Your Retirement Savings

March 15, 2016

If you’re concerned that you haven’t put enough away to retire, you have plenty of company.

F&M Investment Services - Raymond James - Clarksville, TNClarksville, TN – If you’re concerned that you haven’t put enough away to retire, you have plenty of company – about one in four Americans feel the same way.1 And while there’s no silver bullet solution, you may be able to catch up – if you’re willing to be realistic and take the steps necessary to get on track.

Let’s address the biggest problem first. If – for whatever reason – you’re just getting started on building that retirement nest egg, you’ve lost some of the advantage of time.

Frazier Allen

Frazier Allen

[Read more]

Frazier Allen talks about Connecting Two Generations

August 23, 2015

Boomers and millennials have similar attitudes about money

F&M Investment Services - Raymond James - Clarksville, TNClarksville, TN – Grandparents, get ready to share your money memories. Maybe it’s the commonalities of post-Depression and post-recession saving mentalities. Or maybe being a generation away soothes the pressures of parental advice and control. Whatever the reason, millennials crave financial guidance from their grandparents.

Millennials saw the recession firsthand. They have high levels of student debt, continue to receive parental financial support into and beyond their college years, and more than half are living paycheck-to-paycheck. With that comes a slight chance to create long-term savings.

Connecting Two Generations [Read more]

Frazier Allen gives Savvy Social Security strategies

May 19, 2015

Consider these ideas to help you make the most of your benefits

F&M Investment Services - Raymond James - Clarksville, TNClarksville, TN – Alongside other sources of income, Social Security can be a critical component of your total retirement resources, so it’s important to consider ways to optimize the value it can bring.

After all, these payments account for up to 40% of most retirees’ income, according to the Social Security Administration (SSA), with savings, pensions and retirement accounts making up the rest. Here are a few things you (and your spouse if you’re married) should think about as you get ready to retire.

Social Security Strategies [Read more]

 
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