Skip to content
FirstBank Investment Partners logoFirstBank Investment Partners logo
  • Home
  • About
    • About
    • East Tennessee
      • East Tennessee
      • Chattanooga Region
        • Chattanooga Region
        • Tyler Abbott
        • W. Pat Roper
        • Travis Benson
        • Katy Valadie Cottle
      • Knoxville Region
        • Knoxville Region
        • Darin Patterson
        • James “Rhett” Lankford
        • Carrie Russell
    • Middle Tennessee
      • Middle Tennessee
      • Cookeville Region
        • Cookeville Region
        • Tod Williams
        • Bo Davis
        • Katy Cottle
      • Crossville Region
        • Crossville Region
        • W. Pat Roper
        • Travis Benson
      • Franklin | 510 Columbia Avenue
        • Franklin | 510 Columbia Avenue
        • David Mitchell
      • Franklin | 3310 Aspen Grove Drive
        • Franklin | 3310 Aspen Grove Drive
        • Frank Haviland
        • Katy Valadie Cottle
      • Murfreesboro | 1500 Medical Center Parkway
        • Murfreesboro | 1500 Medical Center Parkway
        • Dee Jernigan
        • Melissa Chipman
        • Holly Prescott
      • Murfreesboro | 615 Memorial Boulevard
        • Murfreesboro | 615 Memorial Boulevard
        • Rob Norman
        • Matt Schroer
        • Eric Rodell
        • Matt Walker
        • Annette Ball
      • Nashville | 1817 West End Avenue
        • Nashville | 1817 West End Avenue
        • Fernando Mechereffe
    • West Tennessee
      • West Tennessee
      • Lexington Region
        • Lexington Region
        • Darryl Presley
        • Jeff Odum
        • Luke Presley
        • Regina Hehe
      • Memphis Region
        • Memphis Region
        • Whitt Thompson
        • Brian Botto
        • Katie Snyder
        • Luke Stallings
        • Anna Catron Lee
        • Katy Valadie Cottle
        • Morgan Jones
        • Tripp Thompson
        • Elizabeth Nickey
      • Paris Region
        • Paris Region
        • Whitt Thompson
        • Brian Botto
        • Katie Snyder
        • Luke Stallings
        • Anna Catron Lee
        • Katy Valadie Cottle
        • Morgan Jones
    • Alabama
    • Leadership
      • Leadership
      • Tripp Thompson
      • Matt Walker
      • Elizabeth Nickey
    • About FirstBank
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Retirement Plans
    • Families and Individuals
    • Retirees
    • Women Investors
  • Services
    • Services
    • Alternative Investments
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • First Bank Investment Partners
    319 Manufacturers Rd Chattanooga, TN 37405 TF: +1.800.413.4211
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
  • Topic
    • Retirement Planning
  • Media
    • Article
    • Infographic
    • Video
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
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
Read
View
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
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
Read
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
View
Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Read
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Are You Prepared to Live Longer? [VIDEO]
3/21/2019
A longer lifespan means more years to enjoy the fruits of your la...
Retirement & Longevity
envelope

The future at your fingertips

FirstBank Investment Partners logoFirstBank Investment Partners logo

TF: 1.800.413.4211
Email: FBIP@FirstBankOnline.com
East Tennessee   |    Middle Tennessee   |    West Tennessee    |    Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. FirstBank and FirstBank Investment Partners are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2020 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use