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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Last Minute Tax Tips for 2021
March 16, 2022
With all that’s going on in the world, it’s easy to forget
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Paying Down Debt: The Snowball Method Versus The Avalanche Method
February 28, 2022
If you ever feel overwhelmed by the weight created by unmanageable or
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4 Ways to Learn The Basics Of Investing
February 24, 2022
Do you feel overwhelmed when it comes to learning about investing? If
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How to Budget for the Life You Want
February 23, 2022
Budgeting is one of the simplest yet most effective ways to achieve
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Demystifying Annual IRA Tax Documents
February 16, 2022
At the beginning of the new year, you’ll likely receive many forms,
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When Should You Contact a Financial Advisor?
February 9, 2022
If you’re not currently working with a financial advisor, you may be
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Creative Ways To Use Your Tax Refund
February 2, 2022
In the midst of shorter days and colder temperatures, there is one
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Should You Consolidate Your Debt?
January 26, 2022
If you find yourself looking at several thousand dollars of debt, you
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Our Top Read Blogs of 2021
January 19, 2022
Financial planning can be complex, so we make it a priority to
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How to Begin Your Relationship with a Financial Advisor
January 12, 2022
Starting a relationship with a financial advisor can seem challenging, but it’s
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4 Financial Goals to Set This Year
January 6, 2022
Are you inspired to set self-improvement goals in the New Year? One
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How Did Southwestern Investment Group Clients Contribute to Charitable Organizations in 2021?
January 4, 2022
Giving back is a part of our DNA, and we love that
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Power of Attorney: An Overview
December 22, 2021
Granting someone a power of attorney is a decision that requires great
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Keeping Up with the Joneses: Why You Shouldn’t Compare Your Financial Position to Others
December 15, 2021
Humans have a natural impulse to compare themselves to others. When children
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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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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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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 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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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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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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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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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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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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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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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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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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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
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How to Relieve Your Employees’ Financial Stress
April 28, 2021
Let’s face it: life throughout the past year has been…stressful. Finance was
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Recovering Financially After the Death of a Spouse
April 21, 2021
Losing a spouse is a devastating experience, which requires a lot of
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10 Positive Affirmations for a Healthy Money Mindset
April 14, 2021
When you think of money, your mind likely goes to saving, investing,