Resources
We take pride in educating our clients on all things related to finances. From news to case studies to blogs, Southwestern Investment Group has created a variety of helpful resources for additional information.
Filter Resources:
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What Financial Documents Should You Keep (and for How Long)?
November 30, 2021
While it can feel liberating to shed piles of paper documents, financial
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Holiday Checklist: Spreading Cheer with Finances in Mind
November 24, 2021
The holidays can be such a joyful time for both giving and
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Can You (And Should You) Refinance Your Student Loans?
November 17, 2021
If you have student loans, you’ve probably considered refinancing more than once.
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3 Considerations to Help Avoid a Tax Refund Delay
November 10, 2021
As the end of the year approaches, you may be thinking about
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How to Explain Finances to Your Teenager
November 3, 2021
Teenagers have an unfair reputation for being flighty, self-involved, dramatic, or impulsive.
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How to Plan for a Successful Retirement
October 27, 2021
In your day-to-day, you might be looking for ways to improve your
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October Video Newsletter – Proposed Tax Plan
October 25, 2021
As a helpful resource to you, your family, or friends, we wanted
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What is Long-Term Care Insurance? (And What to Consider)
October 20, 2021
It’s always in the back of our minds, but something we never
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6 Creative Holiday Giving Ideas
October 12, 2021
Even though the holidays are a few months away, it’s the right
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HSAs: Are They Worth Your Time?
October 6, 2021
HSAs, or health savings accounts, are pre-tax savings accounts used to pay
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WEBINAR: Medicare 101 – What to Know Before Open Enrollment
October 5, 2021
As a helpful resource to you, your family, or friends, we wanted
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A Financial Checklist for Your Vacation Home
September 30, 2021
Owning a vacation home can both diversify your portfolio and increase your
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How Patience & Discipline Helped My Son Earn His ‘Hot Wheels’
September 24, 2021
By Mark Deering, CFP® Since my son, Caleb, was four years old,
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How to Identify a Quality Mutual Fund for Your Financial Strategy
September 22, 2021
When shopping for a mutual fund, you want to feel confident that
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SOUTHWESTERN INVESTMENT GROUP NAMES CASH TUNSTALL AS EXECUTIVE VICE PRESIDENT
September 16, 2021
Franklin, TN (August 26, 2021)—Southwestern Investment Group, an independent wealth management company,
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How Often Should You Review Your Will?
September 15, 2021
Thinking about your will can be an uncomfortable experience, as it requires
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Parents of College Students: 8 Facts About the Parent PLUS Loan
September 8, 2021
Have you heard about a Parent PLUS loan? Maybe you’ve even taken
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Ready to Retire? Here Are 8 Things to Consider
September 1, 2021
Retirement is drawing near, and, though you’ve been preparing for years, you
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SOUTHWESTERN INVESTMENT GROUP NAMES BRANDON HAUMSCHILT AS EXECUTIVE VICE PRESIDENT
August 30, 2021
Franklin, TN (August 27, 2021)—Southwestern Investment Group, an independent wealth management company
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SOUTHWESTERN INVESTMENT GROUP NAMES JOHN NAIL AS SENIOR EXECUTIVE VICE PRESIDENT
August 27, 2021
Franklin, TN (August 26, 2021)—Southwestern Investment Group, an independent wealth management company,
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What Should Your Term Life Insurance Cover?
August 25, 2021
Do you ever wonder about the quality of your life insurance plan?
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SOUTHWESTERN INVESTMENT GROUP NAMES BRIAN HART AS EXECUTIVE VICE PRESIDENT
August 18, 2021
Frisco, TX (August 18, 2021)—Southwestern Investment Group, an independent wealth management company,
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3 Tax Benefits of Donor Advised Funds
August 18, 2021
One of the joys of managing our money well is that we
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25 Investment Terms to Know
August 11, 2021
Finance is full of jargon. That’s one of the reasons why many
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WEBINAR: Midyear Outlook Webinar hosted by Chris Jenkins CPWA®, CIMA®, AIF®
August 10, 2021
As a helpful resource to you, your family, or friends, we wanted
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How to Protect Your Finances from a Cybersecurity Attack
August 4, 2021
Do you think your financial accounts are at risk for a cyber
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SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF SENIOR VICE PRESIDENT, TRAVIS CULLMAN
August 2, 2021
Knoxville, TN. (July 19, 2021)—Southwestern Investment Group, an independent wealth management company
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LUKE POWERS ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS
August 2, 2021
Southwestern Investment Group’s Luke Powers was recently certified by the CFP® Board
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How to Avoid Family Tension with Estate Planning
July 28, 2021
Your estate plan is a great tool to plan how and when
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What to Know About the American Families Plan
July 27, 2021
The $1.8 trillion American Families Plan was introduced by President Biden on
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How to Plan for Retirement if You’re in Your 60s
July 21, 2021
When in your 60s, retirement can be years, months, or even days
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PRIMED AND READY TO SPEND
July 20, 2021
One unexpected side effect of the pandemic is Americans spent less and
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Financial Review: 5 Steps to Review Your Financial Standing
July 14, 2021
Have you checked in on your financial health this year? If the
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WHAT FINANCIAL ADVICE OUR CLIENTS LEAST WANT TO HEAR
July 13, 2021
What financial advice do our clientele of affluent individuals least want to
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Is Your Child Starting College this Fall? Here’s How to Prepare
July 7, 2021
It likely feels as if, just yesterday, your child was a toddler.
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What to Know About the Advance Child Tax Credit
June 30, 2021
Are you eligible to receive a child tax credit for 2021? If
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Managing Multiple Investment Properties? Consider These 3 Financial Tips
June 23, 2021
Investing in rental properties can either be a great way to grow
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WHAT IS A HIGH-NET-WORTH INDIVIDUAL?
June 18, 2021
A high-net-worth individual (HNWI) is a term often used in the financial
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Will We See a Substantial Increase in Inflation?
June 18, 2021
Raymond James Chief Economist Scott Brown, PhD explains why the current economic
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NICKOLAS PARKER ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS
June 18, 2021
Southwestern Investment Group’s Nickolas Parker was recently certified by the CFP® Board
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SOUTHWESTERN INVESTMENT GROUP NAMES JASON POE AS EXECUTIVE VICE PRESIDENT
June 17, 2021
Frisco, TX. (June 21, 2021)—Southwestern Investment Group, an independent financial planning organization,
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The Financial Planner of the Household: What You Should Tell Your Family
June 16, 2021
Marriage is all about teamwork and communication, a balancing of skills where
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How to Plan for Retirement if You’re in Your 50s
June 9, 2021
If you’re like most people, your 50s seemed like a far-off event
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3 New Income Generators to Explore This Year
June 2, 2021
We’ve all heard the phrase, “work smarter, not harder.” And, if you’re
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SOUTHWESTERN INVESTMENT GROUP NAMES MICHAEL PURIFOY AS SENIOR EXECUTIVE VICE PRESIDENT
May 26, 2021
Brentwood, Tenn. (May 25, 2021)—Southwestern Investment Group, an independent financial planning organization,
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Is a High-Risk Tolerance for Young Investors Only?
May 26, 2021
You might be familiar with this common investment advice: financial risk should
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How to Use Your IRA to Donate to Charity (And Potentially Lower Your Tax Bill)
May 19, 2021
So, you’ve spent your career making contributions to tax deferred retirement accounts—401(k),
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Tennessee Tax Deadline Extended for Certain Counties
May 14, 2021
Tennesseans living in areas affected by severe thunderstorms, winds, tornadoes, and flooding,
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5 Steps to Take After Receiving an Inheritance
May 12, 2021
Receiving an inheritance can be a mixed bag of emotions—simultaneous elation, grief,
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How to Plan for Retirement if You’re in Your 40s
May 5, 2021
If you’re like most people, you probably spent your 20s and 30s