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Recent Blog Posts

Reviewing 401(k) Beneficiary and Withholding Elections After Filing

April 29, 2026

For many people, filing a tax return feels like crossing the finish line. Once the return is sent off and the refund or payment is handled, most of us set taxes aside until next year.

How Your Tax Bracket Can Guide 401(k) Contributions

Retirement

April 29, 2026

Deciding between pre-tax and Roth 401(k) contributions isn’t just about retirement—it’s also about your tax bracket.

Using Installment Plans While Continuing Minimum 401(k) Savings

Retirement

April 29, 2026

Owing taxes can be stressful. When you have a federal or state tax bill due, it’s natural to want to free up cash fast. Many people consider stopping their retirement contributions until the tax is paid off.

Setting Up an Annual “Refund Action Plan” in Advance

Retirement

April 29, 2026

A tax refund can feel like a bonus, but it’s really just money you paid in taxes that you didn’t need to. Since it’s your own money coming back to you, it’s worth thinking carefully about how you use it.

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 28, 2026

News

April 28, 2026

There’s been lots of good news over the past few weeks, and it’s all exciting. Positive stories about our people and our places. News about what makes Memphis, Memphis.On that note, early voting ends this week, April 30. Your vote is part of the positive Memphis story.

AI Concerns Knock Tech Lower as Oil Adds Inflation Pressure

Personal Investor

April 28, 2026

Stocks ended lower Tuesday as renewed concerns over AI monetization and infrastructure spending weighed on technology shares ahead of a heavy slate of megacap earnings.

Fed Split and Oil Shock Keep Markets on Edge

Recent Blog Posts

Reviewing 401(k) Beneficiary and Withholding Elections After Filing

How Your Tax Bracket Can Guide 401(k) Contributions

Using Installment Plans While Continuing Minimum 401(k) Savings

Setting Up an Annual “Refund Action Plan” in Advance

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 28, 2026

AI Concerns Knock Tech Lower as Oil Adds Inflation Pressure

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