RMDs Get a Small Reprieve
For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum...
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Dominion Wealth Management
Jan 20, 20224 min read
Facing Down the Fear of Running Out of Money
Retirement is a major milestone that brings many life changes. One thing that doesn’t change for most people: is the fear of running...
Dominion Wealth Management
Jan 6, 20223 min read
3 Sobering Thoughts Hurting Your Retirement
The idea of retiring at age 65 with a gold watch and a fully funded retirement account is a quaint notion for many Americans.
Dominion Wealth Management
Dec 7, 20219 min read
Economic Update & Market Recap
Economic Update & Market Recap: Week of January 6, 2021
Dominion Wealth Management
Dec 1, 20212 min read
New Year’s Financial Resolutions
This year, why not resolve to make your finances a priority? With proper planning and appropriate guidance, you can begin to build...
Dominion Wealth Management
Dec 1, 20212 min read
‘Twas An Advisor’s Night Before Christmas
A tale of a jolly advisor and an angry client.
’Twas the week before Christmas and here in my chair;
I sat in the office, foul weather or fa
Dominion Wealth Management
Dec 1, 20212 min read
Protecting Your Financial Information Online
More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing...
Dominion Wealth Management
Dec 1, 20213 min read
Inflation Impacts Your Insurance Coverage Too
Because inflation affects future purchasing power, it also affects future life insurance needs. For couples like the Smiths, inflation...
Dominion Wealth Management
Dec 1, 20217 min read
Realistic Tips To Help Keep Your Passwords And Digital Accounts Secure
Is going low-fi the key to better security? Every week there’s a new digital scare. Target was hacked. Home Depot was hacked. LinkedIn...
Dominion Wealth Management
Nov 23, 20213 min read
Beware Scams at Tax Time
All sorts of nefarious schemers can come after you via the phone or email. Your tax return offers a trove of your personal information....
Dominion Wealth Management
Nov 3, 20212 min read
Navigating Long-Term Care
As Americans age, many of us are coming face-to-face with friends and family members who need long-term care (LTC). And, as we watch....
Dominion Wealth Management
Oct 20, 20212 min read
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio. Most portfolios are constructed based on an individual's investment...
Dominion Wealth Management
Oct 20, 20213 min read
8 Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Pursuing your retirement dreams is challenging enough without making so
Dominion Wealth Management
Oct 12, 20211 min read
Ready for Medicare Open Enrollment?
Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have...
Dominion Wealth Management
Sep 28, 20215 min read
5 Tips Before You Leave Your Kids an Inheritance
If you are a parent who worries about what your wealth will do to your children, you are not alone. Many clients want to leave money to thei
Dominion Wealth Management
Sep 28, 20212 min read
3 Key Questions to Answer Before Taking Social Security
Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should c
Dominion Wealth Management
Sep 28, 20211 min read
DWM In The Community: Access of Wilmington
Our Director of Wealth Management Webster Burrier and office mascot Finn laced up their running shoes for the 8th Annual Miracles in Motion
Dominion Wealth Management
Sep 28, 20211 min read
DWM Featured as Columbus Chamber of Commerce Chamber Member of the Week
DWM Featured as Columbus Chamber of Commerce Chamber Member of the Week
Dominion Wealth Management
Sep 23, 20211 min read
DWM Featured in the Bladen Journal: Dominion Wealth Transitions to Full Independence
DWM Featured in the Bladen Journal: Dominion Wealth Transitions to Full Independence
Dominion Wealth Management
Jul 11, 20214 min read
8 Ways to Reduce the Tax Bite During Retirement
It's one thing to build up your retirement savings so you can retire. But remember, every dollar you save in tax-deferred plans, including 4
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