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David DeWitt, CFP®: Feb 9, 2022
You’ve worked hard, built a career, bought your dream home and started a family. Your income covers your expenses (with some left), you’re maxing out your 401(k) contributions, saving for college and even putting something aside in an investment...
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David DeWitt, CFP®: Feb 3, 2022
Looking for a family activity? There’s one that is not just enjoyable family time – it can move you closer to achieving your goals and making your...
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David DeWitt, CFP®: Jan 20, 2022
Beginning or enlarging your family is a joyous event, but adding long-term expenses also ups the amount of planning you need to do. There are several...
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David DeWitt, CFP®: Jan 11, 2022
Working with your investment advisor to keep your asset allocation on track to meet your goals is as important as setting it up in the first place....
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David DeWitt, CFP®: Jan 10, 2022
Working out more, prioritizing self-care, and spending less time on your devices are all great resolutions for 2022. And while we’re at it, dry...
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David DeWitt, CFP®: Jan 10, 2022
Before we get to the new year, let’s take a moment to send off 2021. First, we thank you for your continued partnership. As we grow and evolve our...
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David DeWitt, CFP®: Dec 22, 2021
How much do you need for retirement? Well, investment research firm Morningstar has a handy but somewhat scary stat: $1.18 million. Using average...
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David DeWitt, CFP®: Dec 4, 2021
The impulse to help others in need and to share good fortune is universal. It has never been solely the province of the very wealthy; charitable...
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David DeWitt, CFP®: Dec 2, 2021
Whether you’re just beginning your investing journey or have been on it for many years, chances are you’ll make a wrong turn or two along the way....
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David DeWitt, CFP®: Nov 30, 2021
Early retirement may be planned or unplanned, but either way, stopping work results in big lifestyle changes. Along with losing a primary source of...