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Blog

Dave Reed | Oct 29, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Dave Reed | Oct 26, 2022

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Dave Reed | Oct 22, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Dave Reed | Oct 19, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Dave Reed | Oct 15, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Dave Reed | Oct 12, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Dave Reed | Oct 8, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Dave Reed | Oct 5, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Dave Reed | Oct 1, 2022

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Dave Reed | Sep 28, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Dave Reed | Sep 24, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Dave Reed | Sep 21, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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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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