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Dealing with Life’s Transitional Moments

Dealing with Life’s Transitional Moments

by Matt Gazaway CFP (TM) | May 29, 2023 | Featured, Recent Post

Everyone needs to determine their financial staying power Some life transitions, such as a career change or marriage, are planned, but a job loss or divorce can be sudden and unexpected. One common thread that accompanies all transitions, however, is the concern about...
529 Plans and Alternatives: Making an Educated Decision about Education Savings Options

529 Plans and Alternatives: Making an Educated Decision about Education Savings Options

by Greg Dillard CFP (TM) | May 18, 2023 | Featured, Recent Post

Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love. However, this type of investment can be...
Setting and Targeting Investment Goals

Setting and Targeting Investment Goals

by Matt Gazaway CFP (TM) | May 17, 2023 | Featured, Recent Post

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing...
A Tough Times Survival Guide for Small Businesses 

A Tough Times Survival Guide for Small Businesses 

by Greg Dillard CFP (TM) | May 8, 2023 | Featured, Recent Post

Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small businesses can be an asset in...
Investor Sentiment Tested

Investor Sentiment Tested

by Matt Gazaway CFP (TM) | May 5, 2023 | Featured, Investment Changes

Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of the year. Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as...
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