Mar 14, 2025 | Financial Article, Market
By Perry Chesney, CFP® The recent market volatility feels uncomfortable. It “feels like” we ought to be doing something to protect our hard-earned savings. But those feelings are not our friend longer term. If you have money in the market that you will need in...
Mar 12, 2025 | Insurance, Retirement
Overlooking key details can lead to unexpected costs and limited healthcare options. 1) Income-Related Monthly Adjustment Amount (IRMAA) Surcharges – (Higher Costs for Higher Earners) Many high-income retirees are caught off guard by IRMAA surcharges on...
Mar 11, 2025 | Business Owners, Financial Article, Financial Planning, Investing, Retirement, Taxes
For many successful professionals and business owners, the goal of retirement is within reach—but managing your own finances can be a huge headache. Have you encountered these common frustrations? 1) Too Many Choices, Too Little Time You’re constantly wondering...
Mar 7, 2025 | Financial Article
Over the past century, the role of women in financial planning has undergone a significant transformation. This International Women’s Day, we celebrate the growing influence women have on the financial landscape. A recent study by MassMutual highlights that “Women...
Feb 20, 2025 | Financial Article, Taxes
No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention. Here are six flags that may make your tax return prime...
Feb 14, 2025 | Financial Article
TVAMP is proud to announce that Jarrett Gibson has earned the Certified Financial Planner™ (CFP®) designation. He passed the exam in 2020 and met the experience requirement in early 2025, thereafter officially qualifying to use the CFP® professional designation. As a...
