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Blog

Young professional women in a meeting
Dave Reed | Feb 15, 2023

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Vintage white car with tan interior
Dave Reed | Feb 11, 2023

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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A calculator and a pen on top of a graph
Dave Reed | Feb 8, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Happy elderly couple holding yellow flowers
Dave Reed | Feb 4, 2023

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Hand holding a house key
Dave Reed | Feb 1, 2023

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Happy couple sitting in a park with their dog
Dave Reed | Jan 28, 2023

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Man sitting on a park bench and working on a laptop
Dave Reed | Jan 25, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Man with glasses leaning against a wall
Dave Reed | Jan 21, 2023

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Parent reading a book to their newborn child
Dave Reed | Jan 18, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Senior couple in a meeting with a financial professional
Dave Reed | Jan 14, 2023

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Dave Reed | Jan 11, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Row of townhomes
Dave Reed | Jan 7, 2023

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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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.

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