Matt Stead

Matthew Stead, MSFP, joined our team in 2014. He obtained a bachelor’s degree in finance at Bentley University and his master’s degree in financial planning (MSFP) at The University of Georgia. He is sitting for the CFP® shortly. Matt wears a variety of hats in the office but primarily serves as the director of operations for our wealth management team, as well as building and maintaining our IT infrastructure. He also is the host of our podcast Fine Answers.

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Life Events That Impact Your Credit Score

Learning how to protect and raise your credit score is one of those important life lessons that a lot of us were never actually taught. Too often, young people learn the hard way that running up a credit card and making late payments are decisions...

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A family sitting on a leather couch smiling and hugging a young mom with a terminal illness.

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Estate Planning Checklist When Managing a Terminal Illness

After you or a loved one has been diagnosed with a terminal illness, you probably don’t want to...

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Sharing Financial Planning Lessons with the Next Generation

Careful financial planning protects and grows your money throughout your life, while careful estate...

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ESG Investing Is On the Rise: What it Looks Like in 2022

Risk and ROI are always going to drive investment decisions. But more and more, people are...

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Retirement Planning vs. Financial Planning: How They are Different, How They Work Together

There’s some understandable confusion about the difference between retirement planning and...

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Can You Have a Roth and Traditional IRA? Should You?

Contributing to a traditional IRA lets you grow your retirement savings throughout your career. So...

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Estate Planning Can Help Build Generational Wealth

You’ve probably heard the phrase, “You can’t take it with you.” And to some extent, that is true....

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Why Should You Go With a Roth 401(k)?

If you’re overwhelmed by the variety of retirement accounts available to you, know that you’re not...

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When to Pay Off Your Mortgage

There are a lot of uncertainties in modern adult life. It’s a relief when your questions have...

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Investing in Your 20s is the Best Gift to Your Future Self

Workers in their 20s are still figuring out professional norms and learning to budget for...

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