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Mark F. Allen and Melissa McGee...and here we need to put some more text and a little information. Oh, and we need a picture.

Financial Planning Guides

Services

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Allen, McGee and Associates
110 N. Jackson Street
Tullahoma, TN 37388
931-393-3307

Allen, McGee & Associates Helps You Plan


Various Guides to Financial Planning

Death of a Spouse

The death of a spouse or loved one is a difficult time. Yet, during this period, important financial arrangements must be made. This Financial Guide will help you handle the many financial details which must be attended to on the death of a loved one.Learn More

Estate Planning

Estate planning, the process of planning how to preserve your assets for your heirs, is not just for the very wealthy. Everyone should engage in some form of estate planning. After working hard for many years, building up a business, and accumulating assets, you should make sure that those assets will not be unnecessarily used up but are preserved for your survivors. Here’s a basic guide to wills, trusts, and other estate planning tools..

Marriage or Divorce

What are the financial implications of marriage (and of divorce and re-marriage)? Those who have recently changed their marital status or who are planning such a change may have important financial and legal decisions to make. These decisions might deal with property ownership, providing for children’s welfare, post-mortem planning, and day-to-day finances

Life Events



Life Insurance

How much life insurance do you need? What type is appropriate? You should review your life insurance needs each time you have a major life event. Here is what you need to know to properly plan for your life insurance needs—to buy enough and to get the most for your money.

Post Mortem Letter

The post-mortem letter, a simple and practical estate planning tool you can put together yourself, can protect your estate, maximize the amount available to heirs and save your spouse and executors a lot of trouble. This important letter tells your executor and survivors where to locate everything they need to carry out your instructions.

Retirement

If you are thinking of retiring soon, you are about to make a major financial decision: how to take distributions from your retirement plan. This Financial Guide will discuss your various options. And, since the tax treatment of these distributions will influence your decision, we will also review the tax rules. Also, learn When is best to take your retirement.

Roth IRAs

Roth IRAs differ from other tax-favored retirement plans, including other IRAs (called traditional IRAs), in that they promise complete tax exemption on distribution. But there are other important differences as well, and many qualifications about their use. This Financial Guide shows how they work, how they compare with other retirement devices--and why YOU might want one, or more.

Getting Started

This Financial Guide tells you how to begin the financial planning process. It provides worksheets to help you find out where you are financially and where you want to be in the future. It will help you identify your goals, determine your net worth and cash flow, plan to achieve your goals as well as begin to put your plan into action.