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 House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
View all articles 
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
View all calculators
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.