by Matt Gazaway CFP (TM) | May 13, 2025 | All Posts, Featured, Home Page
The Importance of Offense and Defense in Challenging Markets view all blog posts " The Importance of Offense and Defense in Challenging Markets Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is...
by Matt Gazaway CFP (TM) | May 9, 2025 | All Posts, Home Page
“They Almost Got Me”: A Cautionary Tale About Scams view all blog posts " “They Almost Got Me”: A Cautionary Tale About Scams for Retirees Last month, one of my longtime clients—let’s call him Dave—received what looked like a legitimate message from the Social...
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) | 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...
by Matt Gazaway CFP (TM) | Apr 8, 2024 | All Posts
If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering. Also known as a DAF, a donor advised fund is a charitable investment strategy you can use to support charities that are important to...
