Skip to content
LaLance McKellar Wealth ManagementLaLance McKellar Wealth Management
  • Home
  • Our Team
    • Our Team
    • Richard LaLance
    • Lori McKellar
    • Kim Mankin
    • Home Office Partners
    • Our Investment Philosophy
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Families and Individuals
    • Pre-Retirees
    • Retirees
    • Corporate Executives
    • Business Owners
    • Private Wealth
    • Sudden Wealth
  • How We Serve
    • How We Serve
    • Our Process
    • Alternative Investments
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Newsletters
    • Online Account Access Tutorials
    • Behavioral Finance
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • LaLance McKellar Wealth Management
    214 West College Street Murfreesboro, TN 37130 T: +1.615.849.2250
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Education
    • Goal Planning
    • Housing
    • Women
  • Media
    • Article
    • Calculator
    • Infographic
    • Video
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle
Read
Read
The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
Living history: The power of presence
Finding purpose and pleasure through docentry.
Family & Lifestyle
Read
Wear, return, repeat
Buying is out. Borrowing is in.
Family & Lifestyle
The good of gratitude
Practicing daily gratitude can positively impact your health
Family & Lifestyle
Mid-year financial check-in
Five recommendations to keep you on track
Family & Lifestyle
Your home’s next chapter
Open communication can help your family navigate what your home represents and what comes next
Family & Lifestyle

The future at your fingertips

LaLance McKellar Wealth ManagementLaLance McKellar Wealth Management
  • LaLance McKellar Wealth Management
  • 214 West College Street Murfreesboro, TN 37130
  • T: +1.615.849.2250
  • Map & Directions
  • Map & Directions

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.. Pinnacle Bank, LaLance McKellar Wealth Management and Pinnacle Asset Management 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.

© 2023 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use