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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 that you must carve out now. There are many ways to structure your existing estate so that you have...
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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 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...
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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 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...
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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....