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

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing...

Because inflation affects future purchasing power, it also affects future life insurance needs. For couples like the Smiths, inflation...

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...

All sorts of nefarious schemers can come after you via the phone or email. Your tax return offers a trove of your personal information....

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....

Lifestyle considerations in creating your retirement portfolio. Most portfolios are constructed based on an individual's investment...

There are common mistakes you can avoid when saving for retirement. Pursuing your retirement dreams is challenging enough without making so

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have...

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

Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should c

Our Director of Wealth Management Webster Burrier and office mascot Finn laced up their running shoes for the 8th Annual Miracles in Motion

DWM Featured as Columbus Chamber of Commerce Chamber Member of the Week

DWM Featured in the Bladen Journal: Dominion Wealth Transitions to Full Independence

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

Some folks have been tapping or suspending their retirement savings to make ends meet during this COVID-19 pandemic, and although understand

Every year the Internal Revenue Service (IRS) releases its list of tax scams, spotlighting the myriad ways that people try to separate you f