Research, Review, Recommendations ........
A Plan For Your Future
Welcome to Olde Hickory Financial Services, L.L.C.
You will find a wealth of information on this site in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. Initial consultations are always on a no-cost, no-obligation basis.
We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. Services include IRAs, 401Ks, 403b pension plans, investment accounts, trusts, and 529 college savings plans. Stocks, bonds, mutual funds, ETFs and annuities are all available at Olde Hickory Financial Services.
Whether investing for yourself or for your business we can advise you on an investment plan that will help you to reach your financial goals. Your portfolio will be built individually using both technical and fundamental analysis.
Newsletters
-
Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
-
IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
-
Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
-
HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Car Affordability
How much can you afford to pay for a car?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.