TBH Advisors, LLC

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ecause the SEC and state securities laws prohibit testimonials, any such postings are subject to swift removal. TBH Global Asset Management, LLC is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

April is National Social Security Month—a good reminder to review your claiming strategy.When you claim Social Security ...
04/11/2026

April is National Social Security Month—a good reminder to review your claiming strategy.

When you claim Social Security can impact your lifetime benefits. Claiming at 62 means accepting a permanent reduction, while waiting until 70 will increase your monthly payment. The right timing depends on a wide range of factors, including your health, income needs, and overall retirement strategy.

If you're within a few years of claiming, now's a great time to review how Social Security fits into your bigger financial picture.

Questions about your retirement strategy? Let's talk.

Budgeting is a tool for keeping your spending in check while helping your expenses align with your income. ✅ Yet not eve...
04/09/2026

Budgeting is a tool for keeping your spending in check while helping your expenses align with your income.

✅ Yet not everyone sticks to a household budget.

🤔 Why is this? Perhaps it’s a gap in financial education during our school years, which can contribute to less-than-ideal money habits later in life. 📚💡

It’s 10 days until Tax Day. A busy person like you might find themselves filing your taxes in the final stretch for many...
04/05/2026

It’s 10 days until Tax Day. A busy person like you might find themselves filing your taxes in the final stretch for many reasons. Don’t sweat it! Get your paperwork together, talk to your trusted tax professionals, and remember that filing for an extension is possible before April 15th!

April Fools’ Day is for harmless pranks or little “gotchas.”Your finances are where small surprises can get expensive.So...
04/01/2026

April Fools’ Day is for harmless pranks or little “gotchas.”

Your finances are where small surprises can get expensive.

Some of the most common ones are:
👉 An old beneficiary form
👉 An account title that no longer matches your estate structure
👉 A cash buffer that is too thin
👉 Assumptions that have not been updated since life changed

The fix is rarely dramatic.

It is a quick review, a few updates, and a strategy that aligns with the goals and life you’re living now.

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over t...
03/26/2026

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—I'm happy to help.


🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

🚢From ships to shares, here’s a brief history of stocks 📊The first “stocks” were tied to dangerous sea voyages. Today? T...
03/23/2026

🚢From ships to shares, here’s a brief history of stocks 📊

The first “stocks” were tied to dangerous sea voyages. Today? They’re traded with a tap.

Swipe to explore:
⚫ The first company to issue stock
⚫ The world’s first exchange
⚫ Why stocks became so popular
⚫ How this centuries-old idea still drives markets today

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over t...
03/20/2026

Spring isn't just for deep cleaning your home—it's also a chance to clear out the financial clutter that built up over the winter.

Now's a great time to check in on your spending, review automatic payments, organize important documents, and take one small step toward a bigger goal. It doesn't have to be all at once—just one thing at a time.

Need help figuring out where to start? Reach out—we are happy to help.


🔗 Sources
CNBC, April 2025
Kiplinger, March 2024
American Express, March 2024

St. Patrick’s Day is a good reminder that luck is not a strategy. ☘️The best outcomes usually come from consistent decis...
03/17/2026

St. Patrick’s Day is a good reminder that luck is not a strategy. ☘️

The best outcomes usually come from consistent decisions, good habits, and a strategy that gets reviewed.

Wishing a happy St. Patrick’s Day to clients, partners, and friends.

Thinking about retirement? You're not alone—and the numbers might give you something to think about.From how much people...
03/13/2026

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

📌 Save this post for later
📩 Share it with someone who’s thinking about their future
💬 Questions? We are always here to talk things through

📣Are you confident in your estate strategy? 🤔We've assisted many clients with their estate needs. Our team often serves ...
03/10/2026

📣Are you confident in your estate strategy? 🤔

We've assisted many clients with their estate needs.

Our team often serves as the quarterback for our clients' estate efforts, coordinating with attorneys and other advisors to help ensure a holistic approach to their estates.

To help you maintain an effective estate strategy, we’ve compiled a list of the 7 most frequent estate mistakes we’ve encountered.

🚫Mistakes to avoid:
1️⃣ Failing to create a comprehensive estate strategy
2️⃣ Not updating your will regularly
3️⃣ Ignoring the impact of expenses when settling an estate
4️⃣ Overlooking charitable giving opportunities
5️⃣ Neglecting business succession
6️⃣ Not communicating with heirs about estate decisions
7️⃣ Not asking for help with difficult decisions

Don't leave your estate to chance!

Our team may have some material that addresses your initial questions. We can also put you in touch with other professionals if you have more specific questions. 🏡

🌞⏰ Spring forward, everyone! It's that time of year again—Daylight Saving Time is here! Don't forget to set your clocks ...
03/08/2026

🌞⏰ Spring forward, everyone! It's that time of year again—Daylight Saving Time is here! Don't forget to set your clocks forward by one hour tonight. Enjoy the extra daylight and make the most of the longer days ahead! 🌼🌅

Missed your first chance to sign up for Medicare during the initial enrollment period? The General Enrollment Period run...
03/05/2026

Missed your first chance to sign up for Medicare during the initial enrollment period? The General Enrollment Period runs each year from January 1 to March 31.

This window is for people who didn’t enroll when they were first eligible. If that’s you, now’s the time to take a closer look.

For full details on eligibility and enrollment, visit Medicare.gov.

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125 3rd Avenue N
Franklin, TN
37064

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