4 Minute Read When it comes to your money, it’s important to get to know the people behind a company. Meet Chris Jay, CFP®, a Senior Wealth Manager at Doyle Wealth Management. His primary job? From investment research and security selection, to financial planning - Chris makes sure clients are... read more →
Many Americans have a retirement account such as a 401(k), 403(b) or IRA during their lifetime to supplement income in retirement. As with all traditional pre-tax accounts, most know that withdrawals will be taxable as income and mandatory distributions are required starting at age 70.5. We do get a lot... 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.
Oftentimes, the terms estate planning and legacy planning are used interchangeably. While both are important, they are very different. Estate planning utilizes wealth transfer strategies, beneficiary designations, and legal documents such as a Will or a trust to efficiently guide the transfer of assets upon death. Legacy planning considers how... read more →