November 16th, 2020

Only 11 days until Thanksgiving!
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Always here to help you get your (financial) ducks in a row.

Our partners and their wives biked the Virginia Creeper three weekends ago.
嚜燕hoto cred: Andrea Fisher
Happy Monday!

Last month, the partners and their wives biked the Virginia Creeper trail together. If you've never been, we highly recommend it. (We threw this suggestion in our last e-newsletter as one of our "Fall Bucket List" items). The trail is highly customizable, based on where you want to start and end. It's all downhill, and people don't just ride bikes on it... Some walk, stroll, run, and ride horseback. You can fish, stop for breakfast or lunch along your way, and even bring your dog. A shuttle service will pick you up and drop you off at the popular stop/start places.

Since TVAMP was born in 2011, the Partners plan a trip each year to spend time together and do some big picture planning for the year ahead. We believe Fall is an ideal time to get your ducks in a row, especially before the holidays hit. If you don't already think like this, you should try it! We challenge you to skim over this End of year Deadlines Checklist and this Setting Goals and Reducing Taxes article before the end of the week, and call us if your overdue for a yearly financial review.

There are only 11 days until Thanksgiving and 6 Fridays until it's Christmas morning! Don't be overwhelmed, be inspired! (That's easier said than done so try it using our decision making chart below). You know us, and you know we like to plan ahead so we can afford to live in the moment as much as possible.*

Don't put too much pressure on yourself. This year has been a tough one. As we've been reminding you since March, we're here to bring clarity to your financial situation during these complicated times. It's easy to get in touch with our team. If you have concerns, questions, or if things in your financial life have changed, please let us know.
TVAMP advisors can be reached via phone (865) 226-9982, our general email inbox, or the form on their page anytime between 8AM - 5 PM Monday through Friday.

We hope you enjoy this month's edition of our e-news!
Keep Living Invested,

*Thinking too much about the future and the past are often causes of stress. We encourage planning, but too much of anything can be a bad thing... Don't miss out on everything the current day, time, place, and people around you have to offer! As far as finances go, we're here to help you find a balance between planning for your life and living your life.
So simple, yet so helpful! Download & print the version we use at the office here.
November Spotlight: Charitable Giving
It's a mantra.
If you knew a way to multiply your generosity, wouldn't you do it? Here's one tax-smart approach to maximizing your philanthropic impact:
Donate your appreciated securities to a tax-exempt charity instead of selling them.


Doing this may allow you to manage your taxes and benefit the charity. Win-win. Call us if you're wondering if this is a good idea for you.


If you've held the stock for more than a year, you may be able to deduct from your taxes the fair market value of the stock in the year that you donate. If the charity is tax-exempt, it may not face capital gains tax on the stock if it sells it in the future. (1)

One more thing...

If your contribution totals $250 or more, your donation must be recorded on a Schedule A that you attach to your 1040. Lastly, keep in mind that tax rules are constantly being adjusted, and there's a possibility that the current rules may change. (2,3)

To receive an income tax charitable deduction this year, contributions must be made by December 31st.

Please be aware that gifts of appreciated non-cash assets can involve complicated tax analysis and advanced planning. This information is only intended to be a general overview of some donation considerations and is not intended to provide tax or legal guidance. In addition, all gifts to donor-advised funds are irrevocable. Please consult with your tax or legal advisor.

2), September 19, 2019
News, idea, recipe, + something we're getting a lot of questions on lately...

Did you know, this month marks our 9th year in business as TVAMP?!

Gather 'round for old home videos this Christmas! We learned about a company that you can send your old VHS tapes to, and they'll put them on a DVD, flash drive, or store them on the cloud for you. It's called iMemories. Pretty neat!

Crockpot dinners have been all the rage amongst our team. Check out this slow cooker garlic parmesan chicken stew we found online!

We know it's impossible to predict if you'll need Long Term Care, and we've been getting a lot of questions on it lately... Clients are wondering how much it will cost and whether or not it's a good idea for them. Call us with questions and save this informative brochure.

Have a unique idea, healthy recipe, life hack, parenting tip, of piece of adulting advice you'd like to share in this section? Send it to!
Get to know Wealth Advisor Andrew Cochran!
Andrew was ready to be an independent advisor. He made the switch to TVAMP at the start of coronavirus panic. His first day at the office with us, March 16th, the market reached a record low in a matter of hours. It was scary, but he wasn't as shaken up as you might expect. He reminds clients, "The markets aren't something you can control."

Put it on Your Calendar

  • FAFSA is currently open until June 2021! (Know any soon-to-be college students? Early bird get the worm!)

  • Medicare open enrollment is open until December 7th, 2020.

  • November 26th - Thanksgiving Day (our offices will be closed)

  • November 27th - Black Friday (our offices close at 1:00 PM)
TVAMP is proud to be homegrown.

嚜獨e were founded in Knoxville, but we're not just for local utilization... We'll explain:

嚜濁ecause many of our clients are working remotely or in different parts of the country, we want to remind you of our out-of-state client capabilities. 

+ We are licensed in several states, and we currently work with a number of people who do not reside in the East Tennessee area. 

+ We also have many individuals and families who plan to move elsewhere as a part of their retirement goals. Just like the service model we provide to our local clients, the experience we offer to our out-of-state clients is top notch.

+ TVAMP is equipped with the latest technology to engage virtually, so although we might not see each other in-person, with our GoToMeeting capabilities, our interactions can feel just as personal. 

If you will be relocating or have out-of-state friends or family members that could benefit from a conversation with one of us, reach out for more information on our out-of-state service model. 

(865) 226-9982

Office Hours

Monday - Thursday 8 AM - 5:00 PM
Friday 8 AM - 4:00 PM

Happy Veteran's Day (a few days late)!
It's tough to find adequate words, considering your service means everything to our country. For all those who have served, and continue to serve, we are so grateful for you!
We love sharing pictures like this on our Facebook page. Follow us if you don't already.

November funny:

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If you'd like to schedule a time to talk with one of our advisors, please send an email to or call us at (865) 226-9982.
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