Journey Wealth

10/31/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

10/30/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

10/29/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

10/28/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

10/27/2026

Happy birthday, Tammi Murrah Arrington !

If you've ever interacted with Journey Wealth, chances are you know Tammi. She leads relationships and client experience here and brings years of experience working with physicians and their families. She pays attention to all the little details that help us offer a world class service.

Plenty of clients have actually stopped by just to see her, called just to talk to her, and when we have an event coming up, the first question is usually "Is Tammi going to be there?"

She knows everybody and has a way of turning an office visit or client event into a memory people talk about later.

We're lucky to have a superstar like you Tammi.

Hope you have the best day!

– The Journey Wealth Strategies Team

10/27/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

10/26/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

10/24/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

10/23/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

10/22/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.