by Matt Gazaway CFP (TM) | Feb 26, 2024 | Uncategorized
The “medical IRA” offers triple-tax benefits and is a unique retirement tool As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages: the Health Savings Account (HSA), often dubbed the...
by Matt Gazaway CFP (TM) | Feb 26, 2024 | Uncategorized
Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn’t about picking individual securities. Instead, you focus on broad categories of investments, mixing them together in the right proportion to match...
by Matt Gazaway CFP (TM) | Feb 26, 2024 | Uncategorized
Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business purposes for 2024. However, the standard mileage rates for medical and moving expense...
by Matt Gazaway CFP (TM) | Jan 19, 2024 | Uncategorized
Questions that need answers when thinking about enlarging your family Steven and Pamela Jackson, both in their late twenties, have been married for five years. Steven is a customer service supervisor for a newspaper distribution company and Pamela works as a...
by Matt Gazaway CFP (TM) | Jan 19, 2024 | Uncategorized
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you’ll be...
