The Watchman by David Pettit
-
Why a Financial Plan Should Reflect Every Stage of Your Life
Life is full of milestones, both big and small. From landing your first job, buying your first home, or starting a family, to planning…
-
Smart Financial Priorities for the Year Ahead
There’s no wrong time to review and refine your financial plan.Life rarely follows a calendar, and neither should your financial planning. Rather than relying…
-
Longevity Planning: How to Prepare Financially for a Longer Life
Longevity is here to stay. According to the World Health Organization, global average life expectancy has increased by more than six years over the…
-
Romance Scams: What to Know and How to Protect Yourself
Romance scams have become one of the most common and financially damaging forms of fraud today. What often begins as a seemingly genuine connection…
-
Retirees, What’s Your Withdrawal Strategy?
When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our…
-
Helping to Maximize Your Social Security Retirement Benefits
Within your retirement income plan, Social Security retirement benefits should be considered a critical asset alongside other sources of reliable income. Baby boomers are…
-
3 Strategies to Maximize Your Social Security Benefits
In recent years, many factors have changed the way people think about and plan for retirement. With pensions quickly becoming a thing of the…
-
Make the Most of Year-End: Smart Tax Planning for 2025
Year End Tax Planning Checklist This post with worksheet is designed to make organizing your year-end planning a little easier. While not intended to…
-
Considerations of Roth Conversions
Explore the potential benefits and drawbacks of Roth conversions. Roth conversions involve paying taxes now to create tax-free income later. This may appeal in…
