by Matt Gazaway CFP (TM) | Apr 1, 2024 | All Posts
When it comes to financial accounts like the IRA, details are everything. Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed. These are the...
by Matt Gazaway CFP (TM) | Feb 26, 2024 | All Posts
Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To stay on top of your retirement and ensure that you are on your way toward your financial goals, it’s vital to keep up...
by Matt Gazaway CFP (TM) | Feb 26, 2024 | All Posts
The “medical IRA” offers triple-tax benefits and is a unique retirement tool As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages: the Health Savings Account (HSA), often dubbed the...
by Matt Gazaway CFP (TM) | Feb 26, 2024 | All Posts
Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn’t about picking individual securities. Instead, you focus on broad categories of investments, mixing them together in the right proportion to match...
by Matt Gazaway CFP (TM) | Feb 26, 2024 | All Posts
Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of operating an automobile for business purposes for 2024. However, the standard mileage rates for medical and moving expense...
by Matt Gazaway CFP (TM) | Jan 19, 2024 | All Posts
Questions that need answers when thinking about enlarging your family Steven and Pamela Jackson, both in their late twenties, have been married for five years. Steven is a customer service supervisor for a newspaper distribution company and Pamela works as a...
