We all remember it - the one hurricane that gave Floridians a run for their money. What did you do when Hurricane Irma tested our sanity with 24 hour news coverage? Did you know where to find your home and auto insurance policies? Did you have access to all that... read more →
In this video, Cassandra Smalley, Chris Jay, and Bob Doyle discuss the DWM Financial Planning process, and why it's important to plan your investments around your long-term goals.
Life in your 60s may just be the best decade of your life (for tax planning); you have retirement in mind and plans to spend time doing the things you have worked so hard for over your career. Whether your goals include traveling around the world, spending time with grandkids,... read more →
Twenty years ago Bill Bengen framed a complex question into an elegantly simple answer that remains relevant to the financial planning world and millions of retirees today, the so-called 4% rule. The 4% rule is a guideline used to ensure a retiree's portfolio will last for the rest of their... read more →