by Matt Gazaway CFP (TM) | Nov 20, 2023 | Uncategorized
The average family spends an extra $1,000 or more during the holiday season. From gifts and travel to dinners, shows, and decorations, each purchase adds up.1 How might you take full advantage of holiday cheer while avoiding the financial stress of going over budget?...
by Matt Gazaway CFP (TM) | Nov 15, 2023 | Uncategorized
Steps to paying off loans as COVID-19 payment pause comes to an end As the COVID-19 payment pause for student loans comes to an end, borrowers are gearing up to resume their repayment journey. While managing student loan debt can seem daunting, it’s essential to...
by Matt Gazaway CFP (TM) | Nov 8, 2023 | Uncategorized
Charitable giving is an excellent way for businesses to help others while taking advantage of additional tax breaks. Billions of dollars are given each year in the U.S. to a wide range of charities providing valuable community services. While large corporations may be...
by Matt Gazaway CFP (TM) | Nov 1, 2023 | Uncategorized
When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice offering advantages and...
