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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. In Nationwide’s 2021 Retirement Income Survey, 41% of retirees surveyed reported wishing they had...
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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 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...
2 min read
David T DeWitt: Mar 24, 2022
Goals — we all have them. Whether it’s our health, career, or personal life, most of us have some aspirational vision and goals we want to hit,...
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David T DeWitt: Feb 27, 2022
Investing during retirement follows the same “first principle” that investing during your working years does – you want to stay consistently...
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David T DeWitt: Feb 17, 2022
Effective financial planning is about saving, investing — and managing risk. The saving and investing part is usually focused on retirement, so you...
3 min read
David T DeWitt: Jan 4, 2022
Estate planning isn’t just about protecting your assets – it’s about protecting yourself and your people. A thoughtful plan can ensure that your...
3 min read
David T DeWitt: Dec 29, 2021
You’ve worked hard and built up a healthy retirement plan balance, and the time to start spending it is finally here. But how can you be sure that...
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David T DeWitt: Dec 15, 2021
The most common perception of divorce is that of a long, expensive, adversarial legal process. But that doesn’t have to be the reality. There are...
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David T DeWitt: Dec 10, 2021
Timing is one of the biggest decisions you need to make in planning for retirement. There are of course lifestyle impacts you will need to sort...