Welcome, I'm Chuck Wagner, a financial advisor in Greeneville, Tennessee. As Program Manager for Andrew Johnson Investment Services, we understand that individuals face unique challenges as they prepare for retirement as well as producing an income stream during retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.
Please call our office to learn more about how we can assist you in reaching your financial goals. We can be reached weekdays from 8:30 AM to 5:00 PM at (423) 281-0885.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Five phases to changing unhealthy behaviors.
Tax preparation may be the perfect time to give the household budget a check-up.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Tips on insuring your teen driver.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?