by Matt Gazaway CFP (TM) | May 13, 2025 | Draft
The Importance of Offense and Defense in Challenging Markets view all blog posts " The Importance of Offense and Defense in Challenging Markets Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is...
by Matt Gazaway CFP (TM) | May 9, 2025 | Draft
“They Almost Got Me”: A Cautionary Tale About Scams Targeting Retirees view all blog posts " “They Almost Got Me”: A Cautionary Tale About Scams Targeting Retirees Last month, one of my longtime clients—let’s call him Dave—received what looked like a legitimate...
by Matt Gazaway CFP (TM) | Jul 31, 2024 | All Posts, Home Page
Many dream of working toward early retirement, but getting there generally doesn’t happen by accident. Retiring early requires financial independence that can last for decades, but that is much easier said than done. To get there requires taking steps and staying...
by Matt Gazaway CFP (TM) | May 27, 2024 | All Posts
Ask a financial professional about the benefits of 529 college savings plans May 29th marks the nationwide celebration of 529 Day, an opportunity to highlight the many benefits of 529 college savings plans. As higher education costs continue to soar, many parents find...
by Matt Gazaway CFP (TM) | May 20, 2024 | Featured, Home Page
Having a small business or side hustle can be a great way to increase your income. Even though the old saying goes, “It takes money to make money,” what if you just don’t have the extra cash on hand to put things in motion? Below are some tips to...
