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
How Big is Money?
Learn a little about worldwide currency in this fun infographic
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
View all articles 
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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.