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Financial Planning Tips for High-Earning Women

Financial Planning Tips for High-Earning Women

by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Sep 20, 2023 | All Posts

When it comes to saving for retirement, women may have extra challenges, even those with a higher-than-average income. For retirement planning, CNBC reports that women save less than men. The pandemic worsened matters, with more than 2.3 million women leaving the...
An Introduction to Estate Planning for the Sandwich Generation

An Introduction to Estate Planning for the Sandwich Generation

by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Sep 13, 2023 | Featured, Recent Post

For members of the “Sandwich Generation”—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you’re juggling multiple caregiving...
How to Start a Budget that Sticks

How to Start a Budget that Sticks

by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Sep 6, 2023 | All Posts

Building a budget is a great way to get a handle on your finances and spending habits. It allows you track where your income goes each month, helping you to cut back where you need to or reallocate portions of your income to different areas in your life. But it can be...

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