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financial planning

Reevaluate your finanial plan

2 min read

Investor Concerns in a Changed World

If you’ve found yourself worrying more about your retirement planning more over the last year, you’re not alone. Almost half (46%) of Americans are...

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Tennis investing

1 min read

You Don't Know what you Don't Know - A Tennis and Investing Lesson

The last time I wrote about tennis was defending against Tom Wilkinson and his spinning lefty serve. I decided that my serve could use some help, so...

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Values-based planning

1 min read

Connecting your Money to your Values

The reasons to do a financial plan are many and varied. Most people who are interested want to know if they are on track for retirement. Doing a...

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2 min read

Charting a New Course for Your Financial Plan

With the election over, new administration and a potentially divided Congress, there are a lot of reasons to worry about what 2021 will bring. The...

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3 min read

Do you Suffer from Financial Inertia?

Inertia (noun): 1. a property of matter by which it remains at rest or in uniform motion in the same straight line unless acted upon by some external...

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2 min read

Does a New Administration Mean Higher Estate Taxes?

President-elect Biden has a very thorough plan for what he’d like to do about taxes, but whether it makes it through Congress immediately will depend...

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 Uncle Sam Taxes

2 min read

Is it Time to End your IRA Partnership with Uncle Sam?

Roth IRAs are favored by Ed Slott, a nationally recognized retirement and IRA expert, with whom I worked in the past as one of his Elite IRA...

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2 min read

Traditional Financial Planning – With A Non-Traditional Edge

Traditional Financial Planning – With A Non-Traditional Edge For decades, DeWitt Capital has always focused on the basics for our clients – we want...

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