Joseph Doss, SE-AWMA®, BFA®

Germantown, TN 38138

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Peer-to-Peer Payments Are Popular, but Be Careful

Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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.

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.
Required Minimum Distributions

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

This calculator can help you determine whether you should consider converting to a Roth IRA.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?