by Matt Gazaway CFP (TM) | Mar 25, 2024 | Investment Changes, Recent Post
March 2024 Investment Changes Increased focus on high quality strong balance sheet companies in our equity holdings. Our mantra remains “not all companies are well prepared for higher interest rate era.” With “higher for longer” interest rates a real possibility and...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Sep 20, 2023 | Featured, Recent Post
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 | Featured, Recent Post
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...
by Matt Gazaway CFP (TM) | Aug 18, 2023 | Featured, Recent Post
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 | Featured, Recent Post
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...
