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David DeWitt, CFP®: Jun 22, 2022
“Retirement is wonderful if you have two essentials — much to live on and much to live for.”
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David DeWitt, CFP®: Jun 2, 2022
Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a...
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David DeWitt, CFP®: May 26, 2022
Before financial products became a massive business, financial advice – and the advisor who granted it – had a very different role. Working in small...
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David DeWitt, CFP®: May 18, 2022
A classic investment strategy is “Buy What You Know” – in other words, invest in companies and brands that you are familiar with and believe in....
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David T DeWitt: May 10, 2022
When planning for expenses in retirement, it’s easy to begin thinking about travel and vacations while overlooking one significant expense – taxes....
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David T DeWitt: May 3, 2022
Working during your senior years doesn’t have to be just about income.
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David DeWitt, CFP®: Apr 27, 2022
When it’s time to retire, many investors find that saving was just the start of the retirement journey. The next phase is to invest those assets so...
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David DeWitt, CFP®: Apr 20, 2022
It’s not about how much money you have to pass on to your kids – it’s about passing on money-smarts. Teaching your kids sound financial knowledge can...
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David DeWitt, CFP®: Apr 12, 2022
Investing should be personal – but there are some things that apply across groups of investors. Women, because of their longer life expectancy and...
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David T DeWitt: Apr 5, 2022
A study found that one impact of COVID is a growing wave of early retirements, as people who weren’t planning on retiring for some years yet are...