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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Merry Christmas

Maddie, Christy's 12 year old Yorkshire terrier, came in to wish everyone a very Merry Christmas. 

From all of us, to all of you have a very Merry Christmas and a happy and safe New Year.

Office Halloween guests

Gabbie (carin terrier) and Maddie (yorkie) showed up for work ready to dazzle in their Halloween costumes. Have a safe and happy Halloween.

Brevard: One of the best small towns in America

This picture of Ty Hendrix appeared in the August 25th Wall Street Journal article about Ty and Kady's neighborhood.

Read the article here

Brevard: One of the best small towns in America

Ty, Kady, and Jack enjoy living in the Blue Ridge Mountains.

https://apple.news/AIDPCupiZQXS7EVNm5WpkzA

The garden harvest has started and we have more than we can take home! Feel free to come down and pick up some vegetables!

Our garden just a few weeks before harvest.

 

 

 

 Ty Hendrix helped load boxes of documents on the Shred-It truck in the rain on June 27 for the annual Shred Fest held at the office. The Shred-It truck shredded 4,790 pounds of documents.



 Understanding Today’s Financial Environment

Welcome. I’m Ty Hendrix, a financial consultant in Brevard, North Carolina. Here at Ty Hendrix Investment Management we understand that individuals face unique challenges as they prepare for 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 your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.  Please call us at (828) 884-4929.



  

Helpful Content

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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