by Matt Gazaway CFP (TM) | Aug 18, 2023 | Uncategorized
On the financial “rainy day” project list, we’ve found that estate planning is often high on that list. A concrete step you can take to ensure the welfare of your family is to pull out your estate planning documents (legal will or trust) and take a close look to...
by Matt Gazaway CFP (TM) | Aug 11, 2023 | Uncategorized
You’ve probably heard that it’s best to exercise regularly and often (okay, release the guilt now).What about when it comes to exercising your company stock options? Is it that simple? The exact answer of course is “it depends”. That might sound like a boring...
by Matt Gazaway CFP (TM) | Aug 1, 2023 | Uncategorized
Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement goals you now wish to achieve,...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Jul 17, 2023 | Investment Changes
Looking back on the first half of this year, we saw modest positive returns across most sectors, however, the front-and-center story again was inflation and the Fed’s interest rate policy. The markets are still fairly obsessed with projecting what’s coming...
by Matt Gazaway CFP (TM) | Jul 13, 2023 | Uncategorized
Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are considered the wealthiest...
