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Blog

Grandmother and granddaughter knitting together
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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An exit sign in a modern office building
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.
Read More
An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
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.
Read More
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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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
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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A row of houses along a canal
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.
Read More
Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
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.
Read More
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
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.
Read More
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
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.
Read More
A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
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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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
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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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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