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
Spending Intentionally While Maintaining Your Goals
Learn how to tell the difference between purchases that reflect your priorities and those driven by habit or pressure.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Spend Purposefully Without Derailing Your Progress
Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Planning for Today’s Retirement Reality
As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.