by Matt Gazaway CFP (TM) | Dec 20, 2023 | Uncategorized
The SECURE 2.0 Act has sparked retirement confusion and concerns Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about by the SECURE 2.0 Act have only added more complexity. While some alterations aim to enhance the...
by Matt Gazaway CFP (TM) | Dec 20, 2023 | Uncategorized
When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal...
by Matt Gazaway CFP (TM) | Dec 20, 2023 | Uncategorized
Consolidating retirement accounts can help your retirement immensely For many individuals, changing jobs can be an exciting opportunity to advance their career or pursue new interests. However, it can also present a challenge when it comes to managing their retirement...
by Matt Gazaway CFP (TM) | Dec 20, 2023 | Uncategorized
Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you...
by Matt Gazaway CFP (TM) | Dec 20, 2023 | Uncategorized
When it comes to New Year’s Resolutions that include financial goals, writing them down and being visible is essential to your success. After you’ve written down what your financial resolutions for the New Year are, tell others about your progress and failures....
