Everyone loves college football just about as much as they hate organizing their finances. However, the two activities have more in common than you might think. They require a good offense, a solid defense, and some effective special teams. To play financial offense, you have to be proactive with your money. These steps include creating…

This was first published in my newsletter, Money Matters. Email info@dmwealth.com for a free subscription! Your investment portfolio is a lot like potato salad! Although this doesn’t seem possible, the similarities are amazing. Potato salad has many ingredients; some taste good by themselves, and some don’t. Your investment portfolio also has many different asset classes…

Do I Make Myself Clear: Why Writing Well Matters, written by Harold Evans, is an outstanding new book on the importance of good writing that both beginning and experienced writers will find useful. Evans provides concrete tools and guidance that allow authors to edit their own writing for issues like word choice and sentence structure…

When you have a company retirement plan and either you or your employer puts money into your account, that money doesn’t stay in cash. By law, plans are required to create default investments, so if you don’t make a decision, the plan puts your money into an investment that is anticipated to be appropriate to…

https://youtu.be/HRl3GJ2OhKk Another reason why a CFP® Pro can help you prosper!

In 1988, I was a newly graduated secondary English teacher who wanted to be a writer. One Saturday, I was at a craft show, and buried between booths selling ceramic geese wearing clothing, I found a jewelry table. As I chatted with Nancy, who was  selling the jewelry, she told me she was an author…

Wait a minute…. You know I’m setting you up. Really, it’s not a trick question, but calculating your portfolio risk tolerance level is a much more complicated question than you might think.

Every quarter, I write a newsletter that updates what’s new at D.M. Wealth Management, Inc., summarizes and analyzes stock market and economic data, offers a financial planning article, and shares pictures. This week, for my blog post, I’m providing a copy of the update letter and the pictures. If you want to subscribe to the…

https://youtu.be/e_Ql_7NCk0o

(This article is provided by the Financial Planning Association for consumers.) Throughout her 20s, Nancy Corwin dreaded the day she turned the big 3-0.1 Then the day finally came—and went. “And it was no big deal,” said Nancy. “It was really sort of a letdown after all that worrying,” she joked. One thing did change…