First Family Wealth

First Family Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from First Family Wealth, Financial service, 1500 Medical Center Pkwy Suite 3A, Murfreesboro, TN.

Led by Daren Chamblee, CFP®️, First Family Wealth helps individuals, families, business owners, and corporations create a personalized strategy around their financial goals.

05/28/2026

A grandmother lost $10,000 to a scammer impersonating her grandson. Learn the simple 'safe word' trick that could prevent this heartbreak and protect your finances from sophisticated fraudsters.

05/25/2026

Frank retired at 65 with more than enough money. Six months in, he was arguing with his wife about how to load the dishwasher.

He didn't have a money problem. He had something money can't fix.

If you're nearing retirement — or you're already there and something feels off — this one's for you.

05/14/2026

After decades of work and sacrifice, your first Social Security check feels like a win. But for many, it comes with a hidden tax surcharge. The IRS can tax up to 85% of your benefits, not because you did anything wrong, but because you didn't understand the rules. This video breaks down the math the government doesn't want you to see.

05/12/2026

You've worked hard for your retirement—and you deserve an advisor who's truly in your corner.

In this week's video, I'm sharing 5 simple questions that will give you complete peace of mind about who's guiding your financial future. These are the same questions I'd want my own family to ask.

Grab a cup of coffee and watch when you have a few minutes 👇

05/04/2026

Most retirees I meet feel trapped by their rental properties.
They're tired of the 2 a.m. maintenance calls. Tired of chasing rent. Tired of being "on call" every time they try to take a vacation.
But when they look at selling, they see a six-figure tax bill staring back at them — and they freeze.
There's a better way out. One that lets you stop being a landlord, keep your monthly income, and avoid handing $200,000 to the IRS.
I break the whole strategy down in my latest video. 👇
Have you ever felt stuck in a rental property you wanted to sell? Tell me about it in the comments.

05/01/2026

Ever wonder how the IRS calculates your retirement income tax? It hinges on 'combined income' – a mix of your adjusted gross income, non-taxable interest, and half your Social Security benefit. Exceeding specific thresholds can make up to 85% of your Social Security taxable.

04/27/2026

Up to 85% of your Social Security check could be taxable. 😳
Most folks think it's a tax-free reward. The IRS disagrees.
It's called the Tax Torpedo — and one couple I worked with almost paid $7,000 in taxes on a $30K Italy trip they thought would cost them $3,600. We cut their tax bill by over $3,000 with the right strategy.
If you're nearing retirement, watch this. 👇
Let's put your retirement on cruise control.

04/22/2026

Your legacy is more than money; it's about what you believe in and what continues after you're gone. Whether it's a worry-free retirement, supporting your children, helping grandchildren, caring for parents, or leaving to causes you love, you don't have to choose just one. Planning is key, especially within 5 years of retirement. Let's create a plan reflecting your real goals.

04/21/2026

Your Social Security benefits aren't taxed in a vacuum. They're taxed based on your total income, including retirement account withdrawals, pensions, part-time work, and rental income. Planning around these rules can significantly impact your tax situation.

04/20/2026

Jim and Linda were losing sleep over outliving their savings before retirement. After creating a personalized plan factoring in income, Social Security, and their comfort level, Jim felt a weight lifted. A worry-free retirement is about peace of mind.

04/19/2026

🚨 Did the 2026 "Tax Cliff" actually happen?

Not exactly — but the tax rules DID change in a big way, and most retirees have no idea.

I sat down with a couple recently — let's call them David and Barb. Retired here in Tennessee, solid income, beautiful home. David wanted to pull $20,000 from his IRA for a new patio.

Seemed simple enough. Until we ran the numbers. 😬

That one withdrawal was about to cost them WAY more than expected — not just in taxes, but by wiping out a brand-new deduction worth $12,000.

Here's what changed in 2026 that every retiree needs to know:

✅ Tax brackets are now PERMANENT — no more cliff anxiety
✅ The SALT deduction jumped from $10,000 → $40,000 (huge for homeowners)
✅ There's a new $12,000 "Senior Bonus" deduction for couples 65+... but it disappears fast if your income crosses $150,000

By adjusting their strategy, David and Barb kept their full bonus, used the new SALT deduction, AND got their patio — and saved nearly $4,000 in the process.

The 2026 tax world didn't end. But it did get a lot more interesting. 👇

Address

1500 Medical Center Pkwy Suite 3A
Murfreesboro, TN
37129

Telephone

+16156530361

Website

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