It’s hard to believe that your summer vacation is less than three months away. We dream about warm beaches, mountain hikes, or shopping in the city, but we don’t like to think about the cost of our week or two of freedom. Here are a few tips to help your summer vacation be the best…

As much as we look forward to the holidays, let’s face it—sometimes they can be stressful. Before you get caught up in all the events, create a strategy so you can have a good time.

  The Equifax data breach is a serious issue that, unfortunately, is still developing. Equifax is one of the three largest consumer credit reporting agencies, and initial reports suggest 143 million people may have been impacted.

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.