by Matt Gazaway CFP (TM) | Jul 31, 2024 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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...
by Matt Gazaway CFP (TM) | Apr 22, 2024 | Uncategorized
If you have a 529 education savings plan, it can now be converted to a Roth IRA. Both plans are funded by after-tax money. Initially, the money put into a 529 plan had to be used toward education expenses. If, for whatever reason, the money wasn’t needed for...
