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What's Important to You About Money?
Chris Kittrell
Before you read any further, pause for a moment, step away from the noise, and ask yourself one simple question:...
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529 Rollovers (coming soon)
Chris Kittrell
529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation...
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What makes you happy?
Chris Kittrell
There’s a lot we could be talking about right now. Markets. Earnings. Inflation. Debt ceilings....
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SECURE Act 2.0 (2023 changes)
Chris Kittrell
Happy New Year! I hope you had a fantastic end to your 2022 and are...
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The Power of Giving: Teaching Generosity and Smart Charitable Strategies
Hannah Whatley, CFP®, AIF®
Discover the power of giving! Learn how to teach generosity, maximize tax benefits with DAFs & QCDs, and create a lasting charitable impact. Start planning your giving strategy today!
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Tax Planning
Staff
Effective tax strategies like tax diversification, Roth conversions, and charitable giving help maximize wealth while minimizing lifetime taxes. Let’s plan for tax-efficient wealth together.
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How do I use Cash Flow Planning in Retirement?
Staff
When retiring, where to pull money from depends on your tax situation. Use low-income years strategically to reduce future tax burden and avoid unnecessary capital gains taxes.
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End of Year Insurance Audit
Chase Kerby, CFP®, AIF®
The end of the year can serve as a wonderful time to review your personal...
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Charitable Giving
Hannah Whatley, CFP®, AIF®
Maximize your charitable impact while minimizing taxes! Learn how Donor-Advised Funds & QCDs can enhance your giving strategy. Start planning your tax-efficient giving today!
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2022 Recap: Focus On What You Can Control
Staff
External events like market crashes and geopolitical crises can feel overwhelming. However, focusing on what we can control, like a diversified portfolio, can help navigate uncertainty.
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Milk and Money Lenses
Hannah Whatley, CFP®, AIF®
As a child, I was always eager to ensure that milk and cookies were left...
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Tax-Loss Harvesting
Amanda Howerton, CFP® CDFA®
Here at Rather & Kittrell, the end of the year is a busy time. We...
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Money in the Mattress
Chase Kerby, CFP®, AIF®
The World Series wrapped a few weeks ago with the Astros bringing home their second...
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