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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
A look inside the U.S. government's statistics on household net worth.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
One way to find money is to examine your current spending habits and eliminate money wasters.
A change in your mindset during retirement may drive changes to your portfolio.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When do you need a will? The answer is easy: Right Now.
Smart investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?