Dave's Digest
by David Warshaw
April 2023 Newsletter- All About Annuities
Dear First Mates, I hope you are doing well! Given the relative safety of some annuities during periods of economic weakness, I’ve had several clients ask recently for more information about...
Read MoreWhat’s Up At The WealthPlan – April 2023
Dear First Mates, For this month's episode, I discuss: 1) New Legacy Planner service through Wealth.com I can now guide clients in the creation of their own estate documents through my...
Read MoreMarch 2023 Newsletter – 22 Questions About 2022 Taxes
Dear First Mates, I hope this email finds you and your family doing well. With the new year underway, it’s time to turn our attention to another annual milestone —...
Read MoreWhat’s up at The WealthPlan – March 2023
Dear first mates, Hope you are all doing well. Be sure to watch the video above. For this month's episode, I discuss: 1) My revamped website 2) WealthPlan Risk Management...
Read MoreWhat’s Up At The WealthPlan – February 2023
Dear First Mates,Hello everyone. In this month's video, I'd like to discuss the following: -quarterly service calendar-new operations team at All Back Office (meet Amy Fike in the video below)...
Read MoreFebruary 2023 Newsletter – Layoffs
Dear First Mates, I hope this newsletter finds you healthy and happy. There has been a lot of talk in the news about layoffs. This inspired me to discuss planning strategies surrounding...
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