Joseph Doss, SE-AWMA®, BFA®

Germantown, TN 38138

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Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?