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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!