by Matt Gazaway CFP (TM) | Feb 26, 2024 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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...
by Matt Gazaway CFP (TM) | Jan 19, 2024 | Uncategorized
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you’ll be...
by Matt Gazaway CFP (TM) | Jan 19, 2024 | Uncategorized
When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe and getting the most significant possible refund, while others work to keep the taxes they pay as low as legally required. The IRS provides a few ways taxpayers can...
by Matt Gazaway CFP (TM) | Dec 20, 2023 | Uncategorized
The SECURE 2.0 Act has sparked retirement confusion and concerns Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about by the SECURE 2.0 Act have only added more complexity. While some alterations aim to enhance the...
