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...
by Matt Gazaway CFP (TM) | Dec 20, 2023 | Uncategorized
When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal...
by Matt Gazaway CFP (TM) | Dec 20, 2023 | Uncategorized
Consolidating retirement accounts can help your retirement immensely For many individuals, changing jobs can be an exciting opportunity to advance their career or pursue new interests. However, it can also present a challenge when it comes to managing their retirement...
by Matt Gazaway CFP (TM) | Dec 20, 2023 | Uncategorized
Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you...