by Matt Gazaway CFP (TM) | Dec 6, 2023 | All Posts
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 | All Posts
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...
by Matt Gazaway CFP (TM) | Nov 22, 2023 | All Posts
While it may have gained increasing interest in recent times, especially as more investors look for ways to support causes that resonate with them, the idea of venture philanthropy is not new. In 1969, John D. Rockefeller III proposed that private foundations could be...
by Matt Gazaway CFP (TM) | Nov 20, 2023 | All Posts
As the saying goes, “50 is the new 40″—and with Americans living longer than ever before, it’s not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of an early retirement,...
by Matt Gazaway CFP (TM) | Nov 20, 2023 | All Posts
If you think it’s too late in life to try something new, think again. Many people successfully pursue what’s called a “second act,” either by switching careers or going deep into an avocation in retirement. A second act can be whatever you want: personally fulfilling...
