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Jul 01

Aging In Your Home: Getting Started

The phrase ‘Nursing Home’ does not have to be part of your vocabulary as soon as you might think. Did you know there are options to stay in your home well after retirement and late into your “aging” years? Through a design concept called Universal Design, you can make changes... read more →
Jun 25

Employee Feature – Konstantin Bystritsky

This month’s Employee Feature is Konstantin Bystritsky, CFP® Wealth Manager at DWM. Konstantin brings more than 13 years of experience in the financial services industry, including being part of a team at Fidelity managing more than 450 high-net-worth client relationships. His experience includes creating financial plans for accumulations, preservation and transferring... read more →
Jun 20

Unexpected Expenses During Retirement

Retirement expenses are not the same for every person and can look a lot of different ways. Where travel might be on one person’s list to include in retirement spending, eating out multiple times per week might be on another’s list. But often times, the expenses that unexpectedly pop-up are... read more →
Jun 13

Getting Married During Retirement

Getting married during retirement is an entirely new, exciting chapter in life. But like so many things in life, it doesn’t come free. Trying to figure out the actual ceremony costs is one part of it. Then there’s the in’s and out’s of how Social Security plays into the “I... read more →
May 23

Ways to Pinch on Dinner: Tacos

Looking for a way to save on dinner? Hello, tacos. Making tacos for dinner is so easy and it can be cheap. What’s more, there are always leftover ingredients. But one of my favorite things about them is how versatile they are. Don’t like red meat? No problem, use chicken.... read more →
May 15

Ways to Pinch: Coffee

5 minute read Trying to free up some cash and set more aside towards savings? Or maybe you’re just getting started with your savings? For the coffee drinkers out there, changing up your caffeine routine might be a firm starting point. Here are a few key prices to give you... read more →
May 08

DWM Employee Feature: Keith Jaworski

This month’s Employee Feature is Keith Jaworski. Keith recently joined Doyle Wealth Management as Director of Research, bringing more than 25 years of experience, including experience managing institutional portfolios.   What are you most looking forward to as your role in Director of Research at DWM?   I'm looking forward... read more →
May 02
Apr 26

The American Tailwind

It’s common practice for the president or CEO of a company to include a letter to shareholders in the annual report. Berkshire Hathaway’s chairman and CEO, Warren Buffett, doesn’t buck the trend. His annual letter (https://www.berkshirehathaway.com/letters/2018ltr.pdf) captures plenty of attention, and this year was no exception. The focus is on... read more →
Apr 23