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David T DeWitt

taxes in retirement

4 min read

Five Things to Know About Taxes in Retirement

When planning for expenses in retirement, it’s easy to begin thinking about travel and vacations while overlooking one significant expense – taxes. In Nationwide’s 2021 Retirement Income Survey, 41% of retirees surveyed reported wishing they had...

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working in retirement

3 min read

Benefits of Working in Retirement

Working during your senior years doesn’t have to be just about income.

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3 min read

Decided to Retire Early? Here's Some Things to Think About

A study found that one impact of COVID is a growing wave of early retirements, as people who weren’t planning on retiring for some years yet are...

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2 min read

Creating a Goal-Based Framework

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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Retirement spending and investing

2 min read

Optimizing your Retirement Spending & Investing

Investing during retirement follows the same “first principle” that investing during your working years does – you want to stay consistently...

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Lomng-term care insurance

2 min read

Long-term Care Insurance - Make Sure You Have a Plan

Effective financial planning is about saving, investing — and managing risk. The saving and investing part is usually focused on retirement, so you...

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estate planning ingredients

3 min read

Estate Planning: The Essential Ingredients

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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Spending in retirement

3 min read

Spending your Retirement Savings

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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divorce financial planning

3 min read

Getting Divorced? There's more Options than Litigation

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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timing social security

3 min read

Timing Social Security Benefits

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...

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