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
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
5 Ways to Make Your Money Go Further
5 Ways to Make Your Money Go Further Put together a financial savings plan Refine your spending plan Invest in stocks, ETFs, and other investment vehicles Consolidate debts, pay off credit card
How to Prepare for Your Financial Future: A Guide to Setting Financial Goals and Risk Tolerance
How to Prepare for Your Financial Future: A Guide to Setting Financial Goals and Assessing Risk Tolerance One of the most common questions I get from clients is how to set financial goals. Whil
Get Started Now
Get Started Now Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simp
We Do More Than Just File Your Tax Returns and Manage Your Investments
We Do More Than Just File Your Tax Returns and Manage Your Investments By Matt Ward, CFP®, CRPC® Many people think they only need to worry about taxes once a year, but that’s like driving a car
5 Reasons to Use an Independent Financial Advisor
5 Reasons To Consider Using An Independent Financial Advisor Over A Captive Financial Advisor First, let’s differentiate. An independent advisor is one who works for themselves, not for another
Why I Became a Financial Planner
Why I Became a Financial Planner By Matt Ward, CFP®, CRPC® I come from a family of financial professionals, growing up, however, I wasn’t always sure that I would work in the field of finance and inve
Market Perspectives & Taxes. A Common Myth about Cash
Market Perspectives & Taxes. And A Common Myth about Cash As we approach the end of the calendar year, the time for last-minute 2021 tax planning is here. Here are 4 ideas for saving on tax