Joseph Doss, SE-AWMA®, BFA®

Germantown, TN 38138

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Grocery Games: Strategies to Help Stretch Your Food Budget

Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.