by Matt Gazaway CFP (TM) | May 9, 2025 | All Posts, Home Page
“They Almost Got Me”: A Cautionary Tale About Scams Targeting Retirees view all blog posts " “They Almost Got Me”: A Cautionary Tale About Scams Targeting Retirees Last month, one of my longtime clients—let’s call him Dave—received what looked like a legitimate...
by Matt Gazaway CFP (TM) | Jul 31, 2024 | All Posts, Home Page
Many dream of working toward early retirement, but getting there generally doesn’t happen by accident. Retiring early requires financial independence that can last for decades, but that is much easier said than done. To get there requires taking steps and staying...
by Matt Gazaway CFP (TM) | May 27, 2024 | All Posts
Ask a financial professional about the benefits of 529 college savings plans May 29th marks the nationwide celebration of 529 Day, an opportunity to highlight the many benefits of 529 college savings plans. As higher education costs continue to soar, many parents find...
by Matt Gazaway CFP (TM) | May 13, 2024 | All Posts
Having a desire to give and a philanthropic mindset are both important qualities to possess in modern society. With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely...
by Matt Gazaway CFP (TM) | May 6, 2024 | All Posts
If you’re like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had a happy childhood. If not, try to imagine how it might be if your childhood was idyllic. And what if...
by Matt Gazaway CFP (TM) | Apr 29, 2024 | All Posts
Are you leaving your job and considering whether to take a distribution from your 401(k), 403(b), or governmental 457(b) plan? if so, make sure you’ve considered all your options. In general, you have the following four options when you’re eligible to...
