Financial Education That Actually Helps

Explore videos, articles, and free downloads designed to make taxes, investing, and retirement easier to understand.

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Our blog covers tax strategy, investing, retirement, and business planning — with advice that’s actually useful.

By David Talley June 5, 2025
What proactive tax planning really looks like — and how it can help you make smarter financial decisions all year long.
By David Talley January 17, 2025
Discover how businesses in Johnson City, TN, can boost customer satisfaction and drive growth by putting employees in the shoes of their customers. In this insightful blog by David Talley, CFP®, learn how empowering employees to experience your products and services firsthand fosters empathy, improves internal processes, and enhances customer service. With practical strategies and real-world examples, this guide offers actionable steps to create a customer-centric culture within your organization. Whether you’re a small business or a growing enterprise in Johnson City, this blog will help you unlock the full potential of your team and elevate your customer experience. Contact Talley Financial for more tips on optimizing your business strategy today!
By David Talley January 15, 2025
Looking to save on taxes and manage healthcare costs in Johnson City, TN? This comprehensive guide by David Talley, CFP®, of Talley Financial, explores the benefits of Health Savings Accounts (HSAs) and how they can transform your financial strategy. Learn how HSAs provide a triple-tax advantage, flexible healthcare spending, and even long-term savings for retirement. Discover eligibility requirements, contribution limits, and tips to maximize your HSA while making smart decisions about your healthcare plan. If you’re in Johnson City or the surrounding areas, this guide is tailored to help you take control of your healthcare and financial future. Contact Talley Financial for personalized advice today!
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