David DeWitt, CFP®

3 min read

Why High Earners Must Rethink Retirement Savings Now

Are you counting on catch-up contributions to boost your retirement savings?

4 min read

The 529 Change Most Parents Don't Know About Yet

Have you been putting off opening a 529 education savings plan because it seemed too focused on distant college costs?

3 min read

The Tax Change Every Parent Should Know About

If you're a parent wondering whether recent tax changes will actually put more money in your pocket, you're asking the right question.

4 min read

Calling ADHD Entrepreneurs: Use these financial strategies to level up your business

Implement these ADHD-friendly financial strategies to clean up your cash flow, optimize your taxes, and plan for the long run As an entrepreneur with...