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Blog

Dave Reed | Apr 14, 2023

9 Important Details about Early Retirement Plan Rollovers

Retirement

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

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Dave Reed | Apr 12, 2023

4 Education Investment Accounts to Grow College Savings

Investments
College

Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less affordable since costs are growing at approxim

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Dave Reed | Apr 10, 2023

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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Dave Reed | Apr 7, 2023

Should My Child Go Back to College This Fall?

College

The Coronavirus pandemic has impacted us more than we could ever have imagined in the beginning of 2020. Students and teachers had to quickly transition to

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Dave Reed | Apr 5, 2023

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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default blog image
Dave Reed | Apr 3, 2023

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

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Dave Reed | Mar 31, 2023

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Dave Reed | Mar 29, 2023

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Dave Reed | Mar 27, 2023

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Dave Reed | Mar 24, 2023

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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Dave Reed | Mar 22, 2023

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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Dave Reed | Mar 18, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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Important Disclosures & Terms and Conditions  |  Form CRS

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Gaddis Premier Wealth Advisors. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities.Gaddis Premier Wealth Advisors has selected Charles Schwab & Co., Inc. as primary custodian for GPWA accounts.

Previously Gaddis & Gaddis Wealth Management and Premier Investment Advisors were business names utilized for the provision of investment advisory services through other investment advisory firms.  Personnel of Gaddis & Gaddis Wealth Management and Premier Investment Advisors were investment advisor representatives of such other investment advisory firms during these referenced prior periods.

SEC registration does not constitute an endorsement of Gaddis Premier Wealth Advisors by the SEC nor does it indicate that Gaddis Premier Wealth Advisors has attained a particular level of skill or ability.

The Free Risk Analysis by HiddenLevers is for general illustration and informational purposes only. It should not be construed as investment, tax, or legal advice. Calculations are believed to be accurate, but there are no absolute guarantees implied. Please seek professional advice regarding your specific situation.

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