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Blog

Dave Reed | Dec 10, 2022

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Dave Reed | Dec 7, 2022

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Dave Reed | Dec 3, 2022

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Dave Reed | Nov 30, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Dave Reed | Nov 26, 2022

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Dave Reed | Nov 23, 2022

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Dave Reed | Nov 19, 2022

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Dave Reed | Nov 16, 2022

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Dave Reed | Nov 12, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Dave Reed | Nov 9, 2022

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Dave Reed | Nov 5, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Dave Reed | Nov 2, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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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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