by Matt Gazaway CFP (TM) | Jul 1, 2023 | Uncategorized
Freedom is not won by sitting idly and hoping for a miracle. Financial freedom requires vision, courage, and sacrifice for a higher goal. The Financial Independence, Retire Early (FIRE) movement is a part of that vision. What Is the FIRE Movement? The FIRE movement,...
by Greg Dillard CFP (TM) | Jun 19, 2023 | Uncategorized
The start of summer brings aspirations of owning that special spot Summer is here and with it are fanciful dreams of owning a second, seasonal home. Maybe it’s a beachside bungalow or a mountain cabin or a lakefront cottage with a front porch and a sweeping view of...
by Matt Gazaway CFP (TM) | Jun 5, 2023 | Uncategorized
Vacations are an investment. A lot of planning and money goes into having the best trip possible—but should you buy travel insurance to protect yourself in the event of unforeseen changes and emergencies? The guide below explains the ins and outs of travel insurance,...
by Greg Dillard CFP (TM) | Jun 1, 2023 | Uncategorized
How much of your life savings would you give up in exchange for an extra decade of healthy life? 10percent? 20 percent? I was a bit surprised by the answers from a survey of wealthy investors, whostated they would trade a third (some up to half) of their wealth to add...
by Matt Gazaway CFP (TM) | May 29, 2023 | Uncategorized
Everyone needs to determine their financial staying power Some life transitions, such as a career change or marriage, are planned, but a job loss or divorce can be sudden and unexpected. One common thread that accompanies all transitions, however, is the concern about...
by Matt Gazaway CFP (TM) | Feb 1, 2022 | Uncategorized
Recent Investment Changes view all blog posts " Investment Changes Summary With the backdrop of market fluctuations and the confirmation of the Fed raising interest rates this year, here are some of the changes we have made in our portfolios: Shortened bond fund...
