Financial Planning Insights that Matter to You

3 min read

Think Taxes are Going Higher? Consider a Roth IRA Conversion

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...

3 min read

Rock, Meet Hard Place: Inflation and Early Retirement

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...

Boosting Retirement Savings Webinar

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.

3 min read

Optimizing Your Retirement Plan Asset Allocation

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...

2 min read

Retirement Is About Income … and Taxes

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...

3 min read

Three Things to Know Managing Volatility in Retirement

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....

2 min read

Joe Biden's Tax Plan - How it Could Affect your Retirement Planning

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...

2 min read

Investing in Retirement: It’s About Avoiding Volatility

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...