by Matt Gazaway CFP (TM) | Aug 1, 2023 | Featured, Recent Post
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) | Jul 20, 2023 | Featured, Recent Post
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a substantial tax bill. However, if...
by Matt Gazaway CFP (TM) | Jul 13, 2023 | Featured, Recent Post
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...
by Greg Dillard CFP (TM) | Jul 6, 2023 | Featured, Recent Post
Adults caring for aging parents and children simultaneously have now become known as the “sandwich generation.” While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial...
by Matt Gazaway CFP (TM) | Jul 1, 2023 | Featured, Recent Post
Freedom is not won by sitting idly and hoping for a miracle. Financial freedom requires vision, courage, and sacrifice for a higher goal. The Financial Independence, Retire Early (FIRE) movement is a part of that vision. What Is the FIRE Movement? The FIRE movement,...
by Greg Dillard CFP (TM) | Jun 19, 2023 | Featured, Recent Post
The start of summer brings aspirations of owning that special spot Summer is here and with it are fanciful dreams of owning a second, seasonal home. Maybe it’s a beachside bungalow or a mountain cabin or a lakefront cottage with a front porch and a sweeping view of...