by Matt Gazaway CFP (TM) | May 13, 2025 | All Posts, Featured, Home Page
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 | All Posts, Home Page
“They Almost Got Me”: A Cautionary Tale About Scams view all blog posts " “They Almost Got Me”: A Cautionary Tale About Scams for Retirees Last month, one of my longtime clients—let’s call him Dave—received what looked like a legitimate message from the Social...
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...
by Matt Gazaway CFP (TM) | May 13, 2024 | All Posts
Having a desire to give and a philanthropic mindset are both important qualities to possess in modern society. With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely...
by Matt Gazaway CFP (TM) | Apr 29, 2024 | All Posts
Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? if so, make sure you’ve considered all your options. In general, you have the following four options when you’re eligible to...
