by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Dec 16, 2024 | Uncategorized
Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you avoid making knee-jerk decisions that could...
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...
