by Greg Dillard CFP (TM) | Jul 20, 2023 | Uncategorized
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a substantial tax bill. However, if...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Jul 17, 2023 | Investment Changes
Looking back on the first half of this year, we saw modest positive returns across most sectors, however, the front-and-center story again was inflation and the Fed’s interest rate policy. The markets are still fairly obsessed with projecting what’s coming...
by Matt Gazaway CFP (TM) | Jul 13, 2023 | Uncategorized
Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are considered the wealthiest...
by Greg Dillard CFP (TM) | Jul 6, 2023 | Uncategorized
Adults caring for aging parents and children simultaneously have now become known as the “sandwich generation.” While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial...
by Matt Gazaway CFP (TM) | Jul 1, 2023 | Uncategorized
Freedom is not won by sitting idly and hoping for a miracle. Financial freedom requires vision, courage, and sacrifice for a higher goal. The Financial Independence, Retire Early (FIRE) movement is a part of that vision. What Is the FIRE Movement? The FIRE movement,...
