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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?