Helping business owners & professionals steward their resources with integrity and purpose. "I believe that stewardship is primarily relational, not financial.
Serving people and building strong relationships is at the core of everything I do and I love working with clients that value relationships and integrity." Matt graduated from Ouachita Baptist University in 1998 and completed his MBA with an emphasis in Finance, Insurance, and Real Estate at the University of Memphis in 1999. Matt is very involved at New Life Church where he serves as a deacon and
09/05/2026
Rising prices aren't only about demand. Supply chains, currency shifts and policy changes all play a role. Here's what's really driving costs higher right now.
My Favorite Product Isn't in Demand But Is Getting Pricier. Why Is That? Several factors besides demand push up the prices of products you love. Understanding what's going on behind the scenes can help you decide what to buy and when.
09/03/2026
Know someone who could use help planning for their financial future? I'd love to get in touch.
Do you have a minute? Thanks for your help.
09/02/2026
From overly conservative investing to claiming Social Security early, small habits today can shape retirement tomorrow.
6 Money Mistakes You’ll Regret When You’re Older Overly conservative investing, tax blind spots and delayed planning can undermine savings
08/30/2026
Chatbots can crunch numbers, but they can miss tax nuance, Social Security complexity and longevity risk. Here's where AI falls short compared to a professional advisor.
More people are using AI for retirement planning, but how accurate is it? Here's what experts say. As more people turn to chatbots for financial advice, experts say AI offers both pros and cons for retirement planning. Here's what to know.
08/27/2026
Selling an investment at a loss might sound like a bad move, but it can help offset capital gains and ease your tax bill. Here's how it works.
What is tax-loss harvesting? The latest newsletter takes a closer look at this financial strategy.
08/24/2026
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08/22/2026
Stocks are a solid long-term hedge against inflation, but that's not the same as a retirement spending strategy. Here's why the gap between investing and spending can leave retirees exposed.
The Biggest Inflation Mistake Retirees Make Stocks are often described as one of the best long-term hedges against inflation.
08/19/2026
More than half of Americans are turning to AI for help with financial decisions. But what you share can put your personal data at risk.
What not to share when using AI for personal finance help There are risks involved with oversharing
08/16/2026
Only one in three Americans can correctly estimate how long a 65-year-old will live. That gap matters a lot when it comes to saving for your retirement.
Americans are underestimating their life spans — and undersaving Only 1 in 3 Americans can correctly identify how long a 65-year-old will typically live, and that has consequences for retirement savers.
08/13/2026
Turning 73 comes with a mandatory tax obligation -- required minimum distributions that count as income. Here's what to know before yours arrive.
RMDs and Your Tax Bill: What to Know RMDs are taxable income; the ripple effects on your finances can surprise you.