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  • Manchester, TN
    2070 Hillsboro Blvd Manchester, TN 37355-7306 T: 931.728.7737 F: 931.728.8309
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    13 N Cedar Ave Ste 105 Cookeville, TN 38501-2968 T: 931.528.5862 F: 931.528.5866
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    212 Public Sq Lafayette, TN 37083-1238 T: 615.688.7537 F: 615.688.7538
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Coffee Financial

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Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
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Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
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Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
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Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
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Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Sophisticated wealth management
Always here for you

Coffee Financial

Raymond James LogoRaymond James Logo
  • Manchester, TN 2070 Hillsboro Blvd Manchester, TN 37355-7306
  • T 931.728.7737
  • F 931.728.8309
  • Map & Directions
  • Map & Directions
  • Cookeville, TN 13 N Cedar Ave Ste 105 Cookeville, TN 38501-2968
  • T 931.528.5862
  • F 931.528.5866
  • Map & Directions
  • Map & Directions
  • Lafayette,TN 212 Public Sq Lafayette, TN 37083-1238
  • T 615.688.7537
  • F 615.688.7538
  • Map & Directions
  • Map & Directions
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© 2019 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Coffee Financial and the bank are not registered broker/dealers, and are independent of Raymond James Financial Services.    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use