Dear First Mates, Hello everyone! New year. New episode. Please watch. 1) IRA ContributionsLet’s get those retirement accounts funded for both 2020 and 2021! For both years, the IRA limit is $6k per person per year ($7k per year if you are over 50). For 2020 contributions, the deadline is 4/15/2021. 2) Self-employed retirement plansWith […]
HI, I’m David Warshaw
In 2003, I graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, I was inspired and had an inkling that this profession was for me. I officially started my financial advisory career a year later at Ameriprise Financial.
Over time, I developed the entrepreneurial spirit and launched The WealthPlan in 2011 as an independent advisor. In addition to being a CERTIFIED FINANCIAL PLANNER™, I hold both the Chartered Financial Consultant and Charted Life Underwriter designations.
I live in Great Neck, Long Island, with my wife Diana and our little daughter Sophia, a.k.a., The Sophinator!
