By Matthew Gaude & Shawn McGuire Are you looking for ways to save money on your taxes? Tax-planning strategies can be the key to maximizing
Get Ready for Tax Season: Your Step-by-Step Tax-Preparation Checklist
By Matthew Gaude & Shawn McGuire Tax season is here. It can be a stressful time as you work to get your financial ducks in a row. The good
SECURE 2.0: Here’s What You Need to Know
By Matthew Gaude & Shawn McGuire On December 29th, 2022, President Biden signed the second iteration of the sweeping retirement act, SECURE Act
Bear Market Recovery Strategy
By Matthew Gaude & Shawn McGuire 2022 is now history. Good riddance. With the turn of the calendar to a new year, this time of year always
Is the Bull Still Alive or Just Hibernating?
The Federal Reserve doesn’t want to crash the economy… That was Chairman Jerome Powell’s last message prior to the December 13th &
How Much Long-Term Care Really Costs in Georgia and 6 Ways to Pay for It
By Matthew Gaude & Shawn McGuire Thinking about retirement should be exciting and stress-free. But unfortunately, a necessary evil in planning