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....
by Matt Gazaway CFP (TM) | Dec 6, 2023 | Uncategorized
Making the right moves before the year ends, could help you save a bundle on your taxes. Defer Your Income If you are employed, you may be able to defer your year-end bonus and count it towards next year’s income. This can help you avoid paying taxes on it this year....
by Matt Gazaway CFP (TM) | Nov 29, 2023 | Uncategorized
Financial planning is unique for each person; no two financial plans look the same because everyone’s life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them. One of the most...
