McAdams Group, LLC

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McAdams Group, LLC McAdams Group continues to serve our community with dedication and care — we’re proud to grow with you.

For a company focused on finance, McAdams Group, LLC looks like a company focused on people, family and community.

Retirement can reduce income before Medicare’s income history catches up. If you received an IRMAA notice based on highe...
10/16/2026

Retirement can reduce income before Medicare’s income history catches up. If you received an IRMAA notice based on higher working-years income, retirement or reduced work may be relevant to a request for a new determination.

It is worth understanding the rules before assuming the premium cannot change.

Start a planning conversation: https://bit.ly/3TW6O6Y

10/14/2026

You do not need to arrive at a retirement event knowing exactly what to ask. Bring the decision you keep going back and forth on. Our events are designed to help you understand what should be considered before you decide.

See upcoming seminars and webinars: https://bit.ly/4s2AzPU

10/12/2026

The best retirement date is not always the neatest date on the calendar. Health coverage, HSA timing, income already earned this year and benefit start dates can all matter.

If your date is getting close, review it before you make it official: https://bit.ly/4s2ycwv

10/09/2026

Still working after 65 with an HSA?
Medicare timing can affect when HSA contributions need to stop—and Part A can sometimes be retroactive. This is one of those small calendar details that can become a tax problem if the dates are not coordinated.

Review your timing before you enroll: https://bit.ly/4du0ytA

Financial planning should not leave you with a thicker binder and the same unanswered questions. It should help you know...
10/07/2026

Financial planning should not leave you with a thicker binder and the same unanswered questions. It should help you know what matters next.

On World Financial Planning Day, that is the standard we think is worth aiming for.

If your retirement decisions still feel scattered, book a Strategy Session with us: https://bit.ly/4zlXoAF

10/05/2026

"Financial Planning Month is a good reason to ask one practical question: Would your current plan tell you what to do next—or only what you own?"

If the next 12 months still contain unanswered retirement decisions, this may be the right time to review them together.

Book a Strategy Session: https://bit.ly/4zfuJgn

Retiring does not reset the tax year. Wages, a bonus or unused PTO can land in the same year as pension income, IRA with...
10/02/2026

Retiring does not reset the tax year. Wages, a bonus or unused PTO can land in the same year as pension income, IRA withdrawals or Social Security. If 2026 is your transition year, this is a good time to look at the whole picture—not one statement at a time.

Book a Strategy Session: https://bit.ly/46Sfo9H

Retirement does not happen in isolation. Adult children may need help with a home, childcare, education, a job transitio...
09/30/2026

Retirement does not happen in isolation. Adult children may need help with a home, childcare, education, a job transition, or an unexpected expense. Wanting to help is deeply human. But the planning question is not simply, “Can we afford this check?” It is also: Where will the money come from? Is this one-time or recurring? Could the withdrawal affect taxes or future income?

Generosity and retirement security do not have to compete—but they should be planned together. https://bit.ly/4rHxBjQ

A surprising reason people postpone a retirement conversation: they think they need to get everything organized first. S...
09/28/2026

A surprising reason people postpone a retirement conversation: they think they need to get everything organized first. Statements. Old accounts. Beneficiary paperwork. Questions they have not written down yet.

You do not need a perfect folder to start a useful conversation. Bring what you have. Bring what is confusing. The purpose of the meeting is to create clarity—not grade your filing system.

Start where you are: https://bit.ly/4AATGVh

09/25/2026

Medicare mail in September?
Before you recycle it, check whether it’s your Annual Notice of Change.
It explains what may change in your plan next year. Read it now; write down your questions.

Resources: https://bit.ly/4d1iV95

Address

98 Timber Creek Drive
Cordova, TN
38018

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19015570990

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