Before you choose a financial advisor, make sure you're asking the questions that truly matter. This insider guide reveals 9 essential (and often overlooked) questions that go beyond typical checklists. Learn how to evaluate a financial advisor’s planning process, compensation structure, investment philosophy, risk management, and more. Whether you're nearing retirement, managing significant assets, or simply want a second opinion, this article will help you find an advisor w

What is an RMD, and why does it matter for your retirement plan? Required Minimum Distributions are IRS-mandated withdrawals from tax-deferred accounts like traditional IRAs and 401(k)s. This article breaks down when RMDs start, how they're calculated, and what penalties to avoid.

Wealth brings freedom—but also complexity. If you're a high-net-worth individual or successful entrepreneur, managing your money wisely is more important than ever. This blog highlights seven common financial mistakes affluent investors often make—and how to avoid them. From overpaying in taxes to underestimating inflation, each pitfall comes with practical, expert-backed strategies to protect and grow your wealth. Discover how to build a stronger financial plan and make your

The Overwhelmed Attorneys Grace, 39, and Steve, 41, are both successful attorneys working long hours at regional law firms. They grew up...

Think of your financial life like a road trip. You might know your destination (say, retirement, starting a business, or sending your kids to college), but if you don’t have a GPS or a route, you’ll end up lost, stuck in traffic, or wasting fuel. A financial plan is your GPS—

Despite their financial success, Emily felt lost, battling imposter syndrome and carrying a dull sense of constant anxiety that she was missing something and messing something up. At 40, Emily was overwhelmed by her complex finances, caring for her aging mom and Mark’s aging father, unsure of how to manage her growing wealth, plan for retirement, or secure her family’s future.

Stock gifting is a smart way to make donations to causes you support, while also minimizing your tax burden.

Our team at Luken Wealth Management serves successful families, entrepreneurs, and professionals across Middle Tennessee and beyond—many of whom have already crossed the million-dollar mark in net worth and are now thinking about legacy, impact, and lifestyle freedom.

One of the most dangerous tricks in the Evil Clock’s arsenal is the delay of investing. So how do you defeat this cunning financial villain?

Luken Wealth Management in Brentwood, TN shares how one small action taken today, is better than a big one down the road.

A practical guide for wealth building with Greg Luken, Luken Wealth Management in Brentwood, TN 37027.

Did you know that one in three people with wealth lose it within a decade? Just because you become a millionaire, penta-millionaire or decam

Having a plan is key to managing any situation. We know that no indicator is perfect, past performance doesn’t mean Jack, and no strategy