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Monday 8:30am - 5:30am Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 3pm

Talley Wealth

Financial planning · Tax strategy · Investment management
Serving entrepreneurs, executives & pre-retirees across the Appalachian Highlands.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered. Investment Adviser. Cambridge and Talley Financial are not affiliated. Content provided via links to third party sites should not be considered endorsement of third party content. We ma

ke no representation as to the completeness or accuracy of information provided at the websites. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

08/24/2026

Three Decisions Hiding in 'What Do I Do With My 401k?'

It’s not just about rolling over your account. Here’s the real framework.

A few planning questions to sit with before making the number the goal.

Educational only. Not individualized financial, tax, or investment advice.

08/22/2026

Why 'What Rate of Return Should I Get?' Is the Wrong Question

If that's your first question, there are two bigger decisions to make first.

A few planning questions to sit with before making the number the goal.

Educational only. Not individualized financial, tax, or investment advice.

08/21/2026

The question almost no one asks before retiring

Your investments and taxes may be planned out. But have you stopped to ask what comes next?

A few planning questions to sit with before making the number the goal.

Educational only. Not individualized financial, tax, or investment advice.

08/20/2026

Has Your Tax Playbook Grown Up With Your Business?

What worked when you started may be quietly costing you now.

A few planning questions to sit with before making the number the goal.

Educational only. Not individualized financial, tax, or investment advice.

08/19/2026

Are you paying yourself intentionally—or just the way you always have?

How you pay yourself isn't just paperwork. It shapes your taxes, entity type, and what your business could become.

A few planning questions to sit with before making the number the goal.

Educational only. Not individualized financial, tax, or investment advice.

08/18/2026

A lot of people retiring with a 401k are just focused on rolling it over. But the real question is much bigger.

It’s about how your money supports your retirement, how your investments match up to what you need, and who’s responsible for making sure you stay on track once paychecks stop.

There are three decisions here, and the account move is the smallest one.

Want to see how it works in plain English? I've written up the full breakdown for you.

08/17/2026

When 'More' Never Feels Like Enough

Why high earners need more than just a bigger income

A few planning questions to sit with before making the number the goal.

Educational only. Not individualized financial, tax, or investment advice.

08/16/2026

Why Most Roth Conversions Don’t Actually Change the Game

You’ve heard Roth conversions are smart, but are you doing enough for it to really matter?

A few planning questions to sit with before making the number the goal.

Educational only. Not individualized financial, tax, or investment advice.

08/15/2026

In retirement planning, we cover all the math—investments, taxes, making sure you'll be financially stable. But almost nobody gets asked what they actually want their life to be once work is done. Sometimes people avoid the question or realize they do not have an answer at all. The financial side is important, but it is only part of the plan.

Before you retire, take time to think about what really matters to you, not just the numbers.

This is general education, not personal advice.

08/14/2026

The most common investing question I hear is about rate of return. But that's not where the conversation should start. Before thinking about return, you need to figure out how long you'll need each dollar and what kind of market swings you can honestly handle. That approach is what helps your plan actually work for you.

Address

203 Broyles Drive Ste 301A
Johnson City, TN
37601

Opening Hours

Monday	8:30am - 5:30am
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 3pm

Telephone

+14236170160

Website

https://talleyfinancial.eventbrite.com/, http://talleywealth.com/

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