The WealthPlan LLC

See Me In Action! →

Youtube Instagram Facebook X-twitter Linkedin
Menu

February 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 layoffs. But why reinvent the wheel if you don’t have to right? 

I found an excellent article on the Kitces.com blog written by Ben Henry-Moreland that does an excellent job on this topic. You can read the entire article here. 

Dave’s Picks
Homeowning and the Slippery Slope of Home Improvement Costs
He Instantly Regretted the Handshake (Daily Dose Of Internet)
The Weeknd – Starboy ft. Daft Punk (Official Video)
This Is The Best Time To Do Anything (Barking Up The Wrong Tree)

David Warshaw, CFP®

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!