McAdams Group, LLC

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McAdams Group, LLC McAdams Group continues to serve our community with dedication and care — we’re proud to grow with you.

For a company focused on finance, McAdams Group, LLC looks like a company focused on people, family and community.

10/23/2026

The first 90 days of retirement should not be the first time you figure out where monthly cash comes from, when benefits begin or whether withholding changed. Build the transition before the final paycheck.

Book a Strategy Session: https://bit.ly/3WoPYOJ

Estate planning is often introduced as “who gets what.” A more immediate question is: who can step in if you cannot make...
10/21/2026

Estate planning is often introduced as “who gets what.” A more immediate question is: who can step in if you cannot make a decision yourself?

Estate Planning Awareness Week is a good time to review the people behind the documents—not just the documents themselves.

Start with our Estate Planning Questionnaire: https://bit.ly/483dXFQ

The 2027 Social Security COLA is 3.6%. Useful—but do not stop at the headline. Put the new benefit estimate next to Medi...
10/19/2026

The 2027 Social Security COLA is 3.6%. Useful—but do not stop at the headline. Put the new benefit estimate next to Medicare costs, essential spending and tax withholding. That is where the number becomes a retirement decision.

Explore more retirement resources: https://bit.ly/4zHw00b

Source: https://bit.ly/4zLTph8

Retirement can reduce income before Medicare’s income history catches up. If you received an IRMAA notice based on highe...
10/16/2026

Retirement can reduce income before Medicare’s income history catches up. If you received an IRMAA notice based on higher working-years income, retirement or reduced work may be relevant to a request for a new determination.

It is worth understanding the rules before assuming the premium cannot change.

Start a planning conversation: https://bit.ly/3TW6O6Y

10/14/2026

You do not need to arrive at a retirement event knowing exactly what to ask. Bring the decision you keep going back and forth on. Our events are designed to help you understand what should be considered before you decide.

See upcoming seminars and webinars: https://bit.ly/4s2AzPU

10/12/2026

The best retirement date is not always the neatest date on the calendar. Health coverage, HSA timing, income already earned this year and benefit start dates can all matter.

If your date is getting close, review it before you make it official: https://bit.ly/4s2ycwv

10/09/2026

Still working after 65 with an HSA?
Medicare timing can affect when HSA contributions need to stop—and Part A can sometimes be retroactive. This is one of those small calendar details that can become a tax problem if the dates are not coordinated.

Review your timing before you enroll: https://bit.ly/4du0ytA

Financial planning should not leave you with a thicker binder and the same unanswered questions. It should help you know...
10/07/2026

Financial planning should not leave you with a thicker binder and the same unanswered questions. It should help you know what matters next.

On World Financial Planning Day, that is the standard we think is worth aiming for.

If your retirement decisions still feel scattered, book a Strategy Session with us: https://bit.ly/4zlXoAF

10/05/2026

"Financial Planning Month is a good reason to ask one practical question: Would your current plan tell you what to do next—or only what you own?"

If the next 12 months still contain unanswered retirement decisions, this may be the right time to review them together.

Book a Strategy Session: https://bit.ly/4zfuJgn

Retiring does not reset the tax year. Wages, a bonus or unused PTO can land in the same year as pension income, IRA with...
10/02/2026

Retiring does not reset the tax year. Wages, a bonus or unused PTO can land in the same year as pension income, IRA withdrawals or Social Security. If 2026 is your transition year, this is a good time to look at the whole picture—not one statement at a time.

Book a Strategy Session: https://bit.ly/46Sfo9H

Address

98 Timber Creek Drive
Cordova, TN
38018

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19015570990

Website

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