Dave's Digest

by David Warshaw

June 2020 Newsletter – Three Takeaways

June 15, 2020

Dear First Mates, Hello everyone! I hope you all doing well and in good cheer. I am looking forward to the summer – however odd it may be. The last...

April 2020 Newsletter: COVID-19 Planning Opportunities

April 9, 2020

Dear First Mates, I hope this email finds you safe and in good health. I’d like to focus this month’s newsletter on some COVID-19 planning opportunities. Onwards and forwards! Consider...

March 2020 Newsletter – A Proud Captain

March 17, 2020

I hope everyone is safe and staying healthy during these volatile times! Let’s dive right in because I have a lot to discuss with you. What To Do Now Hold...

February 2020 Newsletter – This Too Shall Pass

February 15, 2020

Dear First Mates, This. Too. Shall. Pass. These four powerful words are a mantra of clients traveling aboard The WealthPlan LLC. I urge you to repeat (and keep repeating) these...

January 2020 Newsletter– General Principles & 2019 Recap

January 15, 2020

Dear reader, Happy new year! I’d like to begin the first newsletter of 2020 by expressing how I excited I am for the year ahead. I have some VERY big...

December 2019 Newsletter – Holiday Thanks

December 15, 2019

Dear readers, As we enter the holiday season, I want to thank you all for your business and continued patronage. I started in this industry in 2004 and some of...