Resource HubDelivering Insights & Expertise

Alphabet Soup of Estate Planning

3/25/2025 - By Julie Edwards, CPA and David Uslan, CPA

Estate planning is filled with an abundance of acronyms and terms that can be quite perplexing at first glance, but with a bit of guidance and explanation, they can become much more manageable. Understanding these acronyms is crucial for navigating the intricacies of estate planning as well as making well-informed decisions. Since the process can be quite complex, it’s helpful to have all the definitions in one accessible place.

Read Full Article


Tennessee Capital Improvement Request Form Reminder

3/24/2025 - By Cade Crawford

For all Tennessee providers participating in the TennCare program, the submission deadline for the Capital Improvement Request Form is March 31, 2025. Any requests submitted and approved during this submission window will take effect during the July 1, 2025 rate period.

Read Full Article


What's Happening at SaltmarshCelebrating March's Milestones and Exciting Events!

3/24/2025 - By Celia Nofsinger

As we wrap up a busy March and move through the excitement of busy season, let's take a moment to celebrate recent achievements both within and outside our firm. These accomplishments showcase the hard work and dedication of our teams.

Read Full Article


It's More Than 'Just a Phase'

3/20/2025 - By Michael C. Hall, CFP®

The first phase of financial life is the Accumulation Phase. It is characterized by the initial increase in net worth. For most, this aligns with the early years of their career. The keys to a successful Accumulation Phase are prioritizing goals, maximizing savings, understanding where dollars should be saved, how and when to use credit, and managing risks. The following are some of the basics that should help you identify areas for focus as you begin to build your initial wealth.

Read Full Article


How to Avoid Black Swans

3/6/2025 - By David Booth (Dimensional Fund Advisors)

When it comes to investing, a big obstacle many people face is the fear of catastrophe. If you invest in a stock, there’s always the possibility that the value may drop to zero. In fact, we used to have a wall in the office lunchroom that was covered with stock certificates from liquidated companies. Most of those businesses likely had good ideas and solid plans. Read more...

Read Full Article


Past Posts

Contact Us

NASHVILLE

PENSACOLA

ORLANDO

TAMPA



info@saltmarshcpa.com
(800) 477-7458

2025 Saltmarsh, Cleaveland & Gund • Privacy Policy

Stay Connected

Sign Up For Our Newsletter

FIRM FACTS