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Visit "The Process" to see a brief overview to my Method of Operation!
Calculators, Articles, Videos at your fingertips.
My hope is that you find value for the time you spend here.
Sam-
Financial-Profiles
240 Wilson Pike Circle - Suite 150
Brentwood,
TN
37027
Phone:
- 615-351-6247
Fax:
- 615-377-5312
Newsletters
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Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,931.02 | +0.12% |
| Dow Jones Transportation | 10,959.54 | +0.67% |
| Dow Jones Utilities | 824.87 | -1.14% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.