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
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Business Owners
    • Housing
  • Media
    • Calculator
Four ways to teach your kids about business

Set them up for professional – and personal – success. 

Business Ownership
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Read
Read
Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Read
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
Read
Work smarter, not longer
Practical ways to maximize your time
Business Ownership
Read
Plan beyond the present
Your business deserves an “estate plan” that prepares it for whatever comes next
Business Ownership
Powering your business with smart cash planning
Strike a balance with your business’ cash management
Business Ownership
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership

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