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Gary T. Mott & Associates, CPA, P.A.

 

Our Goal Is To Minimize Taxes and Preserve Wealth For Our Clients

The Wild West of Data Theft Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

 

 

Investment services are offered by Gary T. Mott through his affiliation with Avantax

Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

 

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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