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Joe Paterno's Estate Planning Move

Posted by Trae Wieniewitz
Trae Wieniewitz
Trae has been married to his wife Amber since 2001. Their daughter Abbie was bor
User is currently offline
on Monday, 21 November 2011
in Financial Planning
This is a great article from Investment News this week...please take the time to read and post any comments.Criticism over Penn State legend's transfer of home to wife is unwarranted, lawyers say.By Liz SkinnerNovember 20, 2011 6:01 am ETFROM INVESTMENT NEWS  Click this link for the full article:  urlm.in/kanu Thanks,TraeCall me if we can help.  865-691-2433...
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Retirement REBOOT

Posted by Trae Wieniewitz
Trae Wieniewitz
Trae has been married to his wife Amber since 2001. Their daughter Abbie was bor
User is currently offline
on Friday, 28 October 2011
in Financial Planning
Retirement REBOOT - Fox Business News September 30, 2011 by: Patrick KellyOkay, enough already. When will this crazy stock market show us a little love and give us a break from this insane volatility? I mean, seriously, these days the stock market has more gyrations than an Elvis impersonator at a cheap Vegas hotel.Speaking of Vegas, the equities market feels more like the spin of a Roulette wheel than it does a sound and profitable investment strategy. "I'll put four-hundred thousand on red please." The insanity has to stop.Click to read the entire article: urlm.in/jsaw...

Family Feuds: The Battle Over Retirement Accounts

Posted by Trae Wieniewitz
Trae Wieniewitz
Trae has been married to his wife Amber since 2001. Their daughter Abbie was bor
User is currently offline
on Tuesday, 13 September 2011
in Financial Planning
Wall St. Journal:  Stock-market turmoil once again has Americans worrying about their 401(k)s and individual retirement accounts. But families can be blindsided by another aspect of these accounts: confusing rules about who is entitled to the assets in circumstances such as the account holder's death. Click for full article:  http://urlm.in/jcwu Call me to talk about our new 401K protection alternatives! Trae - 865-691-2433...
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3 Financial Priorities

Posted by Trae Wieniewitz
Trae Wieniewitz
Trae has been married to his wife Amber since 2001. Their daughter Abbie was bor
User is currently offline
on Thursday, 07 April 2011
in Financial Planning
In our ever-changing financial and political environment, consumers may want to evaluate their finances in an orderly fashion.  So what really defines the financial order of importance?  Today I’ll discuss some steps to make sure your family is focusing on all the right things at the right time.    1. Protection Component-Insurance should be a major part of the protection component of your financial life.   As a consumer, it’s critical that you have the proper protection so that if there is something unforeseen that happens your life can continue.  Build the moat before the castle.  (i.e. -  car, home, life, medical, liability, wills and trusts, etc.)   2. Savings Component- Your savings component helps prevent you from getting into debt.  It’s readily accessible and would be known as your liquid money.  A good goal would be 3-6 months of reserves.  (i.e. – savings, credit union, money market, CDs, etc.)   3. Growth Component-Your growth...
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