by Matt Gazaway CFP (TM) | Aug 11, 2023 | Uncategorized
You’ve probably heard that it’s best to exercise regularly and often (okay, release the guilt now).What about when it comes to exercising your company stock options? Is it that simple? The exact answer of course is “it depends”. That might sound like a boring...
by Greg Dillard CFP (TM) | Aug 4, 2023 | Uncategorized
Establishing and sticking to a budget is an important life skill to learn, even for college students who are focused on keeping up their grades and getting a good job when they graduate. Budgeting may help them understand how much money they need to cover necessary...
by Matt Gazaway CFP (TM) | Aug 1, 2023 | Uncategorized
Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement goals you now wish to achieve,...
by Greg Dillard CFP (TM) | Jul 20, 2023 | Uncategorized
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a substantial tax bill. However, if...
by Matt Gazaway CFP (TM) | Jul 13, 2023 | Uncategorized
Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are considered the wealthiest...
by Greg Dillard CFP (TM) | Jul 6, 2023 | Uncategorized
Adults caring for aging parents and children simultaneously have now become known as the “sandwich generation.” While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial...
