It might be cliché to think of a new year as a clean slate, but it can still be a beneficial way to think about it. Besides getting in shape, financial health is one of the top priorities among those who make New Year’s Resolutions. Regardless of where you are with your financial goals, now is a great time to refocus. And what better way to do that than through a financial advisor?

While some financial wisdom is timeless, the world we live in today has experienced vast changes in its economic and financial landscape. And with changing times comes a need for better, newer financial advice.

There will always be tried-and-true financial strategies we can rely on. However, that isn’t true of all age-old wisdom. Believe it or not, the same advice that worked for your dad and his dad won’t necessarily work for you. If you’re looking for financial wisdom, you must be sure it’s relevant and applicable to your time, circumstances, and personal finance.

Tax Day is upon us! If you haven’t started working on filing for 2022, you may officially be procrastinating. We get it – taxes are never fun, even when you have a CPA doing the heavy lifting for you. With that said, you can make tax season a little less painful by leveraging your real estate investments to reduce your tax liability!

It's safe to say that none of us are perfect when it comes to our finances. That said, we aren't striving for perfection: we're striving for success. What separates success from failure often isn't in our initial action, it is in our response to the outcome. How well we learn from financial missteps is telling of where we will end up in the future.

The modern age is full of anxiety. In fact, millennials are often called the “anxious generation,” as they experience stress and anxiety at higher rates than any generation before them. However, we think it’s safe to say that people of all generations deal with anxieties about money. We all have fears—rational and irrational alike—when it comes to our bank account.

In the digital age, we’re exposed to more information than ever. In a study put forth by the New York Times a decade ago, it was suggested that Americans consume 34 gigabytes of content and 100,000 words each day. That doesn’t necessarily mean we’re reading those words, but we’re seeing them.

At Memphis Invest, there are few things we love more than helping people make the most of their finances. It’s exciting for us to sit down with our investors and talk about money—the future, planning, retirement, all of it. That said, it also benefits us to look to the past.