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David T DeWitt: May 14, 2021
You’ve figured out your budget, your retirement nest egg is substantial, and you’re ready to make the transition to living on income from savings instead of income from work. But have you thought through the tax implications? It’s very common for...
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David T DeWitt: May 5, 2021
In 2019, the Federal Reserve began to cut the Fed Funds rate for the first time since the Global Financial Crisis, as the economy showed some signs...
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David T DeWitt: Mar 16, 2021
The last time I wrote about tennis was defending against Tom Wilkinson and his spinning lefty serve. I decided that my serve could use some help, so...
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David T DeWitt: Mar 2, 2021
The reasons to do a financial plan are many and varied. Most people who are interested want to know if they are on track for retirement. Doing a...
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David T DeWitt: Feb 3, 2021
Back by Popular Demand! Tennis Lesson #2
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David T DeWitt: Dec 29, 2020
Tennis Lesson #1 Tennis is a game of errors. The main goal of tennis is to make fewer errors than your opponent. Today, we will discuss the use of...
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David T DeWitt: Nov 18, 2020
Roth IRAs are favored by Ed Slott, a nationally recognized retirement and IRA expert, with whom I worked in the past as one of his Elite IRA...
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David T DeWitt: Nov 13, 2020
You’ve been saving and investing diligently and now retirement is finally here. You may be at the end of the working stage of your life, but the...