Joseph Doss, SE-AWMA®, BFA®

Germantown, TN 38138

Phone:

Have You Set a Retirement Savings Goal?

Completing this simple worksheet can help establish a realistic retirement savings target.
Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Disability Income Insurance

How much Disability Income Insurance do you need?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.