by Matt Gazaway CFP (TM) | Nov 1, 2023 | Uncategorized
When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k). A retirement plan participant typically has four options (and may engage in a combination of these options), each choice offering advantages and...
by Matt Gazaway CFP (TM) | Oct 17, 2023 | Uncategorized
Deciding on which college to attend is an exciting time. Still, it can also be stressful. The Department of Education has been working to simplify the Free Application for Federal Student Aid (FAFSA) application process with a few modifications. Here are seven notable...
by Matt Gazaway CFP (TM) | Oct 10, 2023 | Uncategorized
One of the biggest challenges for any new business involves maintaining liquidity and consistent cash flow. Many entrepreneurs take only a minimal salary—if any at all—during the first few years their business operates, choosing instead to sink any profits back into...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Sep 20, 2023 | Uncategorized
When it comes to saving for retirement, women may have extra challenges, even those with a higher-than-average income. For retirement planning, CNBC reports that women save less than men. The pandemic worsened matters, with more than 2.3 million women leaving the...
by Greg Dillard CFP (TM) and Matt Gazaway CFP (TM) | Sep 6, 2023 | Uncategorized
Building a budget is a great way to get a handle on your finances and spending habits. It allows you track where your income goes each month, helping you to cut back where you need to or reallocate portions of your income to different areas in your life. But it can be...
by Matt Gazaway CFP (TM) | Aug 18, 2023 | Uncategorized
On the financial “rainy day” project list, we’ve found that estate planning is often high on that list. A concrete step you can take to ensure the welfare of your family is to pull out your estate planning documents (legal will or trust) and take a close look to...
