Innovative Financial Group - Chattanooga

01/17/2024

01/12/2024

Don’t set and forget your retirement plan! It’s not static. So how often should you review your plan? Here are some reasons on why regularly checking in on your retirement plan can help you work toward financial independence.

Is your retirement plan up to date with your wants, needs and goals? Here’s everything you need to know when reviewing your retirement plan.

01/05/2024

Estate planning is serious business. One wrong word or one missing signature can change the entire intent of a will or trust! Need an estate attorney but not sure where to start? Give this article a read, then reach out to us!

Everyone needs to create some form of estate plan in life, whether it's for yourself or a loved one like a parent. Learn how to talk about and plan your financial legacy.

12/29/2023

Wondering if a tax professional should be part of the team that helps you achieve financial independence? Here are a few ways they can help and reason you may want to have one on your team!

The number one reason you want to hire a tax professional is that the tax professional comes with professional knowledge.

12/25/2023

Merry Christmas to all!

12/22/2023

A key step in becoming financially independent is taking advantage of valuable financial resources your employer might have to offer. These benefits can be powerful tools for saving for retirement and protecting your health. Know how to maximize yours!

Fringe benefits are additions to employee compensation, such as paid time off or use of a company car. Some benefits are taxable as income.

12/15/2023

A one-size-fits-all approach to financial planning isn't realistic. However, there are some rules of thumb that can help you progress toward your financial goals! Read all 9 here:

Financial planning is the process of outlining how your money, investments and other assets can help you meet your financial goals.

12/14/2023

A heartfelt thank you to our wonderful clients and sponsors for making our holiday party in Nashville a night to remember. Until next year's festivities, cheers to the memories made and the joy shared!