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
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Tax-Saving Opportunities You Shouldn’t Overlook
Tax laws are constantly changing and it can be difficult to keep up with all the tax saving opportunities that exist.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Is Your Current Model Limiting Your Growth?
If you’ve been thinking what the next step in your career could look like, explore growth with the right team.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.