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
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Lease Payment
How much would your monthly lease payment be?
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Savings Accumulation
Estimate the future value of your current savings.