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
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
When considering life insurance, it's important to understand your options.
Key questions to answer when you are considering retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here are 5 reason why you may consider working through retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bucket lists don’t have to be for tomorrow.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When should you take your Social Security benefit?
When do you need a will? The answer is easy: Right Now.
Have you found yourself suddenly single? Here are 3 steps to take right now.