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Aug 26

Where Are We Spending Our Money?

Knowing where we spend our money is the most important step for knowing where to begin with saving. So, where does our money go? The 2018 Mid-Year Consumer Expenditure Report from the Bureau of Labor Statistics (BLS) looked at the average spending of surveyed participants between July 2017 and June... read more →
Aug 20

How Are We Affected During a Recession?

A new study highlights how our age might affect our well-being during and after a recession. When a recession occurs, which age group of consumers is most affected both during and after it? Does it affect the well-being of every age group similarly or are some affected more severely? These... read more →
Aug 05
Jul 26

Am I On The Right Track?

Saving for retirement is not a “set it and forget it” type of approach. It helps to review your plan annually to make sure it’s still relevant to your lifestyle and spending habits. If you’ve already been setting funds aside, but still have a few years until you put the... read more →
Jul 08
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 →