by Matt Gazaway CFP (TM) | Oct 10, 2023 | Uncategorized
One of the biggest challenges for any new business involves maintaining liquidity and consistent cash flow. Many entrepreneurs take only a minimal salary—if any at all—during the first few years their business operates, choosing instead to sink any profits back into...
by Matt Gazaway CFP (TM) | Oct 3, 2023 | Featured, Recent Post
When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job; however, financial planning and working with a financial professional can benefit anybody...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Sep 20, 2023 | Uncategorized
When it comes to saving for retirement, women may have extra challenges, even those with a higher-than-average income. For retirement planning, CNBC reports that women save less than men. The pandemic worsened matters, with more than 2.3 million women leaving the...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Sep 13, 2023 | Featured, Recent Post
For members of the “Sandwich Generation”—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you’re juggling multiple caregiving...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Sep 6, 2023 | Uncategorized
Building a budget is a great way to get a handle on your finances and spending habits. It allows you track where your income goes each month, helping you to cut back where you need to or reallocate portions of your income to different areas in your life. But it can be...
