by Matt Gazaway CFP (TM) | Aug 18, 2023 | Uncategorized
On the financial “rainy day” project list, we’ve found that estate planning is often high on that list. A concrete step you can take to ensure the welfare of your family is to pull out your estate planning documents (legal will or trust) and take a close look to...
by Matt Gazaway CFP (TM) | Aug 11, 2023 | Uncategorized
You’ve probably heard that it’s best to exercise regularly and often (okay, release the guilt now).What about when it comes to exercising your company stock options? Is it that simple? The exact answer of course is “it depends”. That might sound like a boring...
by Greg Dillard CFP (TM) | Aug 4, 2023 | Uncategorized
Establishing and sticking to a budget is an important life skill to learn, even for college students who are focused on keeping up their grades and getting a good job when they graduate. Budgeting may help them understand how much money they need to cover necessary...
by Matt Gazaway CFP (TM) | Aug 1, 2023 | Uncategorized
Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement goals you now wish to achieve,...
