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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 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...
2 min read
David DeWitt, CFP®: Mar 31, 2022
Leaving a legacy for children or grandchildren is often a strong motive for creating an estate plan. But it doesn’t have to be a simple cash bequest...
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David DeWitt, CFP®: Mar 15, 2022
You probably know your credit score is important, and you may even have an idea what your “number” is. But many people don’t focus on their credit...
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David DeWitt, CFP®: Mar 3, 2022
If you are counting on selling your business to create a pool of wealth to fund retirement and possibly create a legacy, there are some things you...