I’m Never Too Busy to Help Someone You Care About Do you ever feel like that circus act where you have to keep a bunch of plates spinning at the top of tall sticks? I get it. Sometimes it can feel lik
Paying off Mortgage vs Investing
Paying off Mortgage vs Investing By: Matt Ward, CFP® (summary at bottom) One of the very common questions that I am asked is, “Should I invest or should I pay off my mortgage?” There are 6 cons
by Matt Ward
How to Make your Charitable Dollars Work Again
How to Make your Charitable Dollars Work Again By Matt Ward, CFP® Are you charitably inclined? The Tax Cuts and Jobs Act of 2017 increased the Standard Deduction for Taxpayers making it much m
What We Do & How We Help
What We Do & How We Help Don’t you wish you could feel unquestionably confident about your finances? You don’t have to look far to find financial advice or tax-minimization strategies that promise