QFSC Investment & Tax Advisor - Chattanooga

06/08/2026

06/08/2026

📣 Friendly Reminder
Second quarter estimated tax payments are due June 15, 2026!
If you make quarterly payments, now’s the time to review your numbers and get everything submitted on schedule. Staying ahead keeps things smooth and stress‑free.
If you need help or have questions, QFSC is here.

06/02/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon?

05/30/2026

There are four ways to approach risk. You can ignore it or avoid it entirely. Or managing it carefully. Or transferring it through insurance.

Every one of these can work, but the key is knowing which one you're choosing and why.

Of these four approaches, which one do you instinctively reach for?

05/29/2026

Happy 529 College Savings Day! 🎓📚

A little planning today can make a big difference for tomorrow’s education goals. Whether you’re saving for college, trade school, or future learning opportunities, a 529 plan can help your family prepare with confidence.

Start early, stay consistent, and watch those savings grow!

05/27/2026

No two clients are the same. Nor are their portfolios.

The strategies that serve someone building wealth at 55 look very different from those preparing for retirement at 65. That's why it's critical to take a multi-layered approach that allows us to use a mix of strategies to pursue your goals.

What mix works best for you?

05/26/2026

Weekly Market Commentary | Seeds of Opportunity: The Case for Agriculture Investments | May 26, 2026

LPL Research explores opportunities in agriculture as supply risks and fertilizer constraints reshape commodity markets and support potential gains.
Read full article: https://www.qfsc.com/weekly-market-commentary

05/25/2026

This Memorial Day, we honor the courage and sacrifice of those who gave their lives in service to our country. We are grateful for the freedoms they secured and remember their legacy with deep respect. In observance of the holiday, our office will be closed.

05/13/2026

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁

Swipe through to learn how you can give financial gifts!

1️⃣ Tax-Free Gifting Up to $19,000 Per Person
In 2026, you can give up to $19,000 per recipient tax-free. Stay under this limit to avoid filing with the IRS.

2️⃣ Unlimited Recipients
Feel free to spread the love! There's no limit on the number of people who can receive an annual gift. Perfect for those looking to help make a difference in someone's life. 💌

3️⃣ Married Couples: Double the Impact
Married? You can gift up to $38,000 per recipient annually, doubling your impact. 💑

4️⃣ Lifetime Exemption: The Big Picture
Beyond annual gifts, your lifetime exemption in 2026 is $15 million. 🌟

5️⃣ Gifting Isn't the Only Approach
Paying directly for qualified tuition or medical expenses? These don't count as gifts, but we would encourage you to speak with your tax, legal, or accounting professional if this approach is part of your strategy. 🏥

🔍 Let's Make This Easy
Gift-giving can be complex, but it doesn't have to be. Understand the rules and realities, and make sure your strategy aligns with your long-term goals. 💡

Ready to strategize? Call us today. 📞

05/10/2026

To all mothers, thank you for the countless ways you support, guide, and encourage those around you. Today we celebrate you and the meaningful difference you make every day! We hope you have a wonderful day 🌷