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 HD Vest.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Tips on insuring your teen driver.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The decision whether to buy or rent a home may have long-term implications.