Investments
Retirement
Estate
Insurance
Understanding Today’s Financial Environment
Welcome, we’re Fortress Wealth Management, a financial organization in Tennessee. Our team strives to provide an exceptional experience for our clients—understanding, empathy, and trust are at the heart of what we do. We serve a wide range of individuals, families, and companies with unique goals and challenges. We have accumulated considerable experience helping them address critical and often complex areas of wealth management. As a result, we are able to leverage our specialized skill set and practical solutions to address a variety of specific needs.
Our clients have, in most cases, spent a lifetime building their wealth. They look to us to provide an effective balance of growth, combined with careful planning and confident decision making to help preserve their financial well-being and prepare for the next stage of their lives.
Through LPL Financial, we offer access to a full complement of asset classes and investment alternatives. Our service offerings, while diverse, are driven by a single priority: the integrated wealth management needs of our clients.
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Helpful Content
How Income Taxes Work
A quick look at how federal income taxes work.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Emerging Market Opportunities
What are your options for investing in emerging markets?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?