Especially if you live in the south, black-eyed peas are always part of the meal on January 1st. We eat them for prosperity in the coming year. The origins of eating black-eyed peas for luck on New Year’s is somewhat unclear. However, we know the practice goes back as far as 500 A.D. when they…

  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.

With identity theft so common, I recently spoke briefly at an event for seniors to talk about ways to protect yourself. Here are the thoughts I shared!

I never intended to go into finance.  I was an English professor and a corporate trainer.  I hated math and held a degree in creative writing.  I didn’t own a navy suit.  And yet…

As of September, D.M. Wealth Management, Inc. has been open for eleven years!  It’s been an amazing, fun, frustrating, awe-inspiring ride.  The best thing about D.M. Wealth is the clients–I’m so fortunate to have a wonderful group of people I advise.  However, they ask one question repeatedly:  What does D.M. stand for?  Is it my…

This is a blog to help you be prosperous.  It’s not a get rich quick site.  It’s not a hot stock tip site.  It may not always even be about financial planning, its primary focus.  Instead, this is a blog to help you recognize prosperity and take steps to improve yours.  What does it mean…