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payoff v invest
by Matt Ward
Financial Planning
Pay off mortgage vs invest
May 18, 2022
1 like

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

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charitable-contributions
by Matt Ward
Financial Planning
ira Qualified Charitable Distribution Tax Deduction
May 12, 2022
7 likes

​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

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What We Do and How We Help
by Matt Ward
Financial Planning
May 5, 2022
12 likes

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

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