Dave's Digest
by David Warshaw
January 2023 Newsletter – All About Prenups
Dear first mates, Wishing all of you a happy new year. I hope 2023 brings you everything you want and more. To start the year, I’d like to tackle the...
Read MoreWhat’s Up At The WealthPlan – December 2022
Dear First Mates,Hello everyone. I want to wish all of you a Merry Christmas, Happy Chanukah, & a Happy New Year! This is my favorite time of year. In this...
Read MoreDecember 2022 Newsletter – Taxes In Retirement Webinar Replay
Dear First Mates,Hello everyone. Holiday season is upon us! I wish you all of you a Happy Thanksgiving, Merry Christmas, Happy Chanukah, and everything I may have missed. Without you,...
Read MoreNovember 2022 Newsletter – The Psychology of Money
Dear First Mates, Hello everyone. I firmly believe that most books can be essays, essays can be an article, and articles can be one or two sentences. Time is precious,...
Read MoreWhat’s Up At The WealthPlan – September 2022
Dear First Mates, Hello everyone! Please watch the above September 2022 episode. 1) Introducing PanoramixAfter looking for two years, I found an excellent performance and sleeve reporting solution for clients...
Read MoreSeptember 2022 Newsletter – Private Credit
"There has been a 46% decrease in the number of FDIC insured institutions since 2000"- FDIC 2021 Report Dear First Mates, Good day everyone! I hope all is right as...
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