by Matt Gazaway CFP (TM) | Jun 5, 2023 | Featured, Recent Post
Vacations are an investment. A lot of planning and money goes into having the best trip possible—but should you buy travel insurance to protect yourself in the event of unforeseen changes and emergencies? The guide below explains the ins and outs of travel insurance,...
by Greg Dillard CFP (TM) | Jun 1, 2023 | Featured, Recent Post
How much of your life savings would you give up in exchange for an extra decade of healthy life? 10percent? 20 percent? I was a bit surprised by the answers from a survey of wealthy investors, whostated they would trade a third (some up to half) of their wealth to add...
by Matt Gazaway CFP (TM) | May 29, 2023 | Featured, Recent Post
Everyone needs to determine their financial staying power Some life transitions, such as a career change or marriage, are planned, but a job loss or divorce can be sudden and unexpected. One common thread that accompanies all transitions, however, is the concern about...
by Greg Dillard CFP (TM) | May 18, 2023 | Featured, Recent Post
Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love. However, this type of investment can be...
by Matt Gazaway CFP (TM) | May 17, 2023 | Featured, Recent Post
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing...
by Greg Dillard CFP (TM) | May 8, 2023 | Featured, Recent Post
Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small businesses can be an asset in...