David DeWitt, CFP®

4 min read

Understanding Supplemental Executive Retirement Plans

“Retirement is wonderful if you have two essentials — much to live on and much to live for.”

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3 min read

What you Need to Know About Stock Options

Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a...

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financial advisor

3 min read

Financial Advisors are More than Just Investments

Before financial products became a massive business, financial advice – and the advisor who granted it – had a very different role. Working in small...

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stock options

3 min read

Navigating Employee Stock Purchase Plans

A classic investment strategy is “Buy What You Know” – in other words, invest in companies and brands that you are familiar with and believe in....

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Retirement Withdrawal Risk

4 min read

Risks that Come with Retirement Withdrawals

When it’s time to retire, many investors find that saving was just the start of the retirement journey. The next phase is to invest those assets so...

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make your kids money smart

4 min read

How to Make your Kids Money Smart

It’s not about how much money you have to pass on to your kids – it’s about passing on money-smarts. Teaching your kids sound financial knowledge can...

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women investors

3 min read

Investing Considerations for Women

Investing should be personal – but there are some things that apply across groups of investors. Women, because of their longer life expectancy and...

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leave a legacy

2 min read

Three Ways to Fund your Legacy

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...

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credit score

2 min read

A Good Credit Score Is A Good Investment

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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Selling your business

2 min read

Selling your Business and Getting the Most Value

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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