by Matt Gazaway CFP (TM) | Apr 8, 2024 | All Posts
If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering. Also known as a DAF, a donor advised fund is a charitable investment strategy you can use to support charities that are important to...
by Matt Gazaway CFP (TM) | Apr 1, 2024 | All Posts
When it comes to financial accounts like the IRA, details are everything. Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed. These are the...
by Matt Gazaway CFP (TM) | Mar 25, 2024 | Investment Changes
March 2024 Investment Changes Increased focus on high quality strong balance sheet companies in our equity holdings. Our mantra remains “not all companies are well prepared for higher interest rate era.” With “higher for longer” interest rates a real possibility and...
by Matt Gazaway CFP (TM) | Feb 26, 2024 | All Posts
Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To stay on top of your retirement and ensure that you are on your way toward your financial goals, it’s vital to keep up...
by Matt Gazaway CFP (TM) | Feb 26, 2024 | All Posts
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...
