Turney Financial Group LLC

Turney Financial Group LLC We are a family business with 25+ years of experience in the insurance industry.
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We work hard to help our members so they can set and reach their retirement goals. Stop by any time or attend one of our seminars to see if we can potentially help you, too! Our mission is to provide clients with extraordinary service while developing a financial strategy that helps you feel more confident in your retirement savings strategy. We work hand in hand with our clients to help them achieve their retirement goals.

11/09/2024

Some financial institutions ask you to name a person they refer to as a “trusted contact.” There is often some confusion...
11/05/2024

Some financial institutions ask you to name a person they refer to as a “trusted contact.” There is often some confusion about what rights this person has. Our blog: https://turneyfinancial.com/trusted-contact/

Some financial institutions may ask you to name a trusted contact when setting up an account. What does this mean?

10/31/2024

One possible approach to is looking at in stages. Our blog:
10/27/2024

One possible approach to is looking at in stages. Our blog:

You may want to think about your retirement in terms of stages–five year stages, for example. A strategy that lasts you is critical.

Yahoo Finance posits that pension and private accounts are the main issues with the American system. Read their arti...
10/23/2024

Yahoo Finance posits that pension and private accounts are the main issues with the American system. Read their article to learn more:

A new survey by Mercer gives the US retirement system a C+, putting it in the same grade tier as the United Arab Emirates, Kazakhstan, Hong Kong, Spain, Colombia, and Saudi Arabia.

What’s the difference between a T.O.D. or P.O.D. bank account? Read our blog to learn more: https://turneyfinancial.com/...
10/12/2024

What’s the difference between a T.O.D. or P.O.D. bank account? Read our blog to learn more:
https://turneyfinancial.com/tod-or-pod-account/

Do you have a T.O.D. or P.O.D. bank account? What does that mean? Why does it matter? Reach out to us to learn more.

The is responsible for some of the most significant developments in recent years, and some of the most significant c...
10/08/2024

The is responsible for some of the most significant developments in recent years, and some of the most significant changes will happen in 2025. You can read this article to learn more:

Lower drug costs, coverage changes and new benefits

10/05/2024

–it’s easy to fall for scam emails, and it happens to the best of us. But once you know how to check for them, it becomes easy to avoid them. Read our blog to learn more: https://turneyfinancial.com/before-you-click/

In , you no longer have your paycheck to depend on, and so must find a new source of reliable income. Our blog:
09/27/2024

In , you no longer have your paycheck to depend on, and so must find a new source of reliable income. Our blog:

Creating a sustainable paycheck in retirement is a task worth mastering; you need to pull together a sustainable cash flow in retirement.

If you want to have the energy to be active in , it’s important to take good care of yourself. Genetics do factor in, b...
09/25/2024

If you want to have the energy to be active in , it’s important to take good care of yourself. Genetics do factor in, but many things that affect health aging are things you can control, like diet and exercise. Read this article to learn more:

We all want to maintain good health as we get older. Learn what research tells us about how to take care of our physical, mental, and cognitive health as we age.

If you start taking benefits but still receive income via working, your benefits will be reduced. Learn more by readin...
09/22/2024

If you start taking benefits but still receive income via working, your benefits will be reduced. Learn more by reading our blog: If you start taking benefits but still receive income via working, your benefits will be reduced. Learn more by reading our blog:

If you start taking Social Security benefits but still receive income via working, your benefits will be reduced.

How long should you wait to start ? Given the approaching financial shortfall of , some are saying the solution is for...
09/18/2024

How long should you wait to start ? Given the approaching financial shortfall of , some are saying the solution is for Americans to work for longer. You can learn more by reading this article: https://www.cbsnews.com/news/retirement-social-security-crisis-raise-retirement-age-blackrock-larry-fink/
If you don’t like the idea of having to work longer (or can’t), consider reaching out to us. We can discuss your and situation and make recommendations that will hopefully help you afford to retire when you need to.

BlackRock CEO Larry Fink said that longer life expectancies are "putting the U.S. retirement system under immense strain."

09/15/2024

Effective comes down to distributing your assets and wealth, yes, but also delegating different roles such as a financial proxy, proxy, an executor, and sometimes a guardian and trustee. Contact us if you need help getting yourself organized; We’ve set up a good system for having that information laid out and are always here to provide support!

09/10/2024

A few famous public figures who have utilized include…

Address

315 W Bockman Way
Sparta, TN
38583

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4:30pm

Website

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Videos

#Retirement #Inspirational

#HappyHalloween2024

#Retirement
#Retirement

How might the 2024 Election results impact your #Retirement? Read this article to learn more: https://www.hastingstribune.com/ap/business/the-2024-election-and-your-retirement-how-to-stay-financially-prepared-regardless-of-who-wins/article_9bef9bce-02c1-54a1-a722-a808d24c246c.html

#ScamAlert
#ScamAlert

#ScamAlert–freezing your credit can help protect against scammers. You can learn more by reading this article: https://www.experian.com/blogs/ask-experian/credit-education/preventing-fraud/security-freeze/

#EstatePlanning
#EstatePlanning

Effective #EstatePlanning comes down to distributing your assets and wealth, yes, but also delegating different roles such as a financial proxy, #Healthcare proxy, an executor, and sometimes a guardian and trustee. Contact us if you need help getting yourself organized; We’ve set up a good system for having that information laid out and are always here to provide support!

A few famous public figures who have utilized #Annuities include…

Here’s a list of a few dangerous myths about #Retirement you should be aware of! Reach out to us to learn more.

A #FamilyCaregiver is indispensable… which is why it’s crucial to have a plan in place if something happens to them. Read more here: https://www.aarp.org/caregiving/basics/info-2024/backup-care-plan.html

#Retirement
#Retirement

#Retirement

Recently, the #IRS decided to make some clarifications regarding the “10-year rule” for inherited Individual #Retirement Accounts (#IRA) Visit their website to learn more: https://www.irs.gov/newsroom/treasury-irs-issue-updated-guidance-on-required-minimum-distributions-from-iras-other-retirement-plans-generally-retains-proposed-rules

#ScamAlert! Here are some tips to avoid being conned on Facebook: https://www.facebook.com/help/1674717642789671

Here are some of the biggest worries those approaching #Retirement face–we may be able to help you cover some of these costs. Reach out to us to learn more.

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