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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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how-to-make-your-money-go-further
by Matt Ward
Financial Planning
financial planning investing
April 22, 2022
16 likes

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

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Financial-risk-tolerance-scale-conservative-moderate-aggressive
by Matt Ward
Financial Planning
Financial Goals investing Risk Tolerance
March 21, 2022
27 likes

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

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Retiree-Couple-Financial-Success
by Matt Ward
Financial Planning
financial planning investing retirement planning
March 8, 2022
28 likes

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

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img src="We-do-more-than-prepare-taxes-and-manage-investments" alt="Image of financial planner CPA working hard">
by Matt Ward
Financial Planning
February 25, 2022
24 likes

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

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glass-globe-focus
by Matt Ward
Financial Planning
Captive Advisor Financial Freedom Independent Advisor
February 21, 2022
19 likes

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

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Fort-Worth-Financial-Advisor-Matt-Ward-CFP-New-Century-Investments
by Matt Ward
Financial Planning
Financial Advisor Financial Planner Fort Worth
January 31, 2022
31 likes

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

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market-perspectives-and-tax-planning
by Matt Ward
Financial Planning
investments market perspectives tax planning
December 3, 2021
41 likes

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

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