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.

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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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  • debt-snowball-payoff

    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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  • resources-investment-advisors

    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-prioritize-spending-your-money

    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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  • IRA-tax-preparation

    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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  • do-I-need-a-financial-advisor

    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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  • smartest -way- to -spend -your- tax -refund

    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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  • new-financial-advisor

    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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  • financial-goals-to-set-this-year

    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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  • charitable-giving-2021

    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

    Power of Attorney: An Overview

    December 22, 2021

    Granting someone a power of attorney is a decision that requires great

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  • comparing-your-financial-standing-to-others

    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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  • financial-documents-to-keep

    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-financial-checklist

    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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  • refinance-student-loans

    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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  • avoid-tax-refund-delay

    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

    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

    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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  • long-term-care-insurance

    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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  • holiday-giving-ideas

    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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  • is-an-HSA-right-for-me

    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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  • vacation-home

    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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  • choosing-a-quality-mutual-fund

    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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  • hand-with-wedding-ring-removed

    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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  • two-college-students-on-campus

    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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  • mature-female-professional-looking-at-tablet

    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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  • african-american-professional-looking-at-paperwork

    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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  • female-advisor-with-client

    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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  • woman-writing-in-a-notebook

    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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  • african-american-male-using-laptop

    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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  • Travis Cullman

    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

    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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  • family-tension

    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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  • american-family

    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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  • couple-in-60s

    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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  • woman-making-a-goals-list

    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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  • university-campus-in-fall

    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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  • child-at-school-coloring

    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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  • investment-rental-properties-at-beach

    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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  • father-reading-to-son-while-camping

    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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  • couple-in-50s

    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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  • female-professionals-planning

    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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  • young-professional-working-on-laptop

    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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  • senior-adult-couple-happy-at-beach

    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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  • close-up-of-dollar-bill

    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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  • middle-aged-male-thinking

    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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  • couple-in-40s-in-cafe

    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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  • two-female-coworkers-in-a-meeting

    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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