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Blog

Pamela Rivers | Dec 16, 2020

Financial Lessons Learned in 2020

Investing
Savings
Quick list of financial lessons that we'll be remembering well past this year.
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Tennessee Valley Investment Advisors | Sep 14, 2020

Reality Check on Your Retirement Savings

Retirement
Savings
Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement.
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Work From Home
Tennessee Valley Investment Advisors | Sep 7, 2020

Working From Home Can Save You Money. What Should You Do With It?

Work From Home
Finance
There are challenges to remote work, but the ability to spend less on work-related expenses is one of the rewards.
Read More
Tennessee Valley Investment Advisors | Aug 31, 2020

The Four Foundations of Financial Literacy

Finance
Being financially literate means you have the wherewithal to make financial decisions with confidence.
Read More
Tennessee Valley Investment Advisors | Aug 24, 2020

The Smart Way to Save for Retirement and Pay Down Debt

Retirement
Debt
It can be difficult, but not impossible, to save for retirement while paying down your credit card bills and student loans.
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Tennessee Valley Investment Advisors | Aug 17, 2020

The Financial Toll of the Sandwich Generation

Finance
How do you see to the care of three generations without shortchanging any of them?
Read More

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Contact

423.634.5212
debbie.morrison@lpl.com

   

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Address

7442 Commons Blvd
Chattanooga TN 37421

 

Tennessee Valley Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit this LPL Financial link for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Tennessee Valley Federal Credit Union and Tennessee Valley Investment Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Tennessee Valley Investment Advisors, and may also be employees of Tennessee Valley Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Tennessee Valley Federal Credit Union or Tennessee Valley Investment Advisors.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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