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
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.