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David DeWitt, CFP®: Aug 23, 2021
The Roth IRA was designed to provide tax benefits, but it’s often viewed as primarily an investment tool for younger investors. This is because there...
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David DeWitt, CFP®: Aug 4, 2021
Retiring early requires disciplined saving and careful planning under the best macroeconomic and market scenarios. When you’re retiring into an...
David DeWitt, CFP®: Jun 24, 2021
The last ten years before retirement is an important time to ensure you are saving and getting prepared for retirement with a plan.
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David DeWitt, CFP®: Jun 9, 2021
Is your 401(k) working as hard for you as you do for it? Building a good balance in your retirement plan through consistently maximizing your...
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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...
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David DeWitt, CFP®: Apr 8, 2021
After the tumult of last year, volatility is again on investor’s minds. But it’s not something that’s likely to go away, even if markets calm down....
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David DeWitt, CFP®: Nov 20, 2020
It may not be official yet, but it’s likely that in January we’ll be looking at a new administration. The overall ability to effect change will...
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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...