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Caldwell Group, LLC - Brentwood, TN

 
  • 5210 Maryland Way, Suite 202 Brentwood, TN 37027
  • (615) 370-8988 
NO ONE STRATEGY FITS EVERYONE UNDERSTANDING YOUR GOALS OUR TEAM APPROACH

Billy Ray Caldwell Jr.

President

Office: (615) 370-8988

[email protected]

Natasha L. Smith

Branch Operations Manager

Office: (615) 370-8988

[email protected]

Individual Solutions

Let us help you form an individual plan geared towards the success of your financial future.

Wealth Management Strategies

Through our registered advisory firm, Caldwell Advisors, LLC, we can help implement a number of strategies right for you.

Financial Advisors

For advisors contemplating the independent channel, we can help with your transition as well as future oversight.

Helpful Content

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Rightsizing for Retirement

What does your home really cost?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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