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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.



  

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The Anatomy of a Supplemental Health Plan

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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The Lowdown on Those Free Credit Scores

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Budget Check Up: Tax Time Is the Right Time

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Types of Stock Market Analysis

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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Disability Income

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Other Sure Thing

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

Saving for College 101

Here’s a crash course on saving for college.

What Our Kids Can Teach us About Saving Money

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

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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