Resources - Highland Rim Wealth Management

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Asset-based long-term care solutions: A more flexible option

As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.

Social security survivor benefits: 6 things to remember

Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan.

Retirement & Longevity

Supercharge your retirement savings with the ‘super catch-up’ contribution

This significant change could boost your retirement savings as you approach retirement.

Retirement & Longevity

Protecting your Social Security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

Retirement & Longevity

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.

Estate & Giving

Embarking on an encore career as an entrepreneur

Starting a business in retirement.

Retirement & Longevity

Infographic: Five habits of 401(k) millionaires

You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.

Retirement & Longevity

Putting more life into the 10-year rule

Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.

Retirement & Longevity

Preparing for a long and happy retirement

As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.

Retirement & Longevity

Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity

Financial planning: the big picture

Throughout your lifetime, you’ll reach key milestones such as buying a new home, having a family, building a busine...

Retirement & Longevity

Are you ready?

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Highland Rim Wealth Management

1400 N Jackson St PO Box 10 Tullahoma, TN 37388-2342
T: 931.393.2059
F: 931.538.3120
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Highland Rim Wealth Management, SmartBank Investment Services, and SmartBank are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

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