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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 January and Veganuary are great ways to get a little healthier quickly. But while these require...
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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 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...
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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 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 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...
2 min read
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...