Vice President of Advice

Damian D.


I love being part of a team that provides top notch financial guidance that is accessible to everyone. We make a genuine difference in the lives of those we work with and it’s incredibly rewarding

Blog Posts

Signs it’s time to relent and start budgeting

A lot of people think they are better than budgeting. I’m sure there was a time in my life when...

Read in 2 minutes

Keep a binder of your financial vitals, just in case

Dying was less complicated 20 years ago. Upon the death of a loved one, a family would obtain a stack...

Read in 3 minutes

Do the math on pension payout

You’re 62 years old. You have a choice. You can either receive $30,000 every year for the rest of your...

Read in 3 minutes

Visualization can help you prepare for retirement

Picturing yourself in retirement can illuminate the threats and risks that line your path to financial independence. Visualization is a...

Read in 4 minutes

How to have the perfect money conversation with your spouse

There’s one thing I hate talking to Mrs. Planner about: what happens to characters in a book or movie after...

Read in 4 minutes

Should you lease a car?

Should you hire someone to mow your lawn? This seems like an innocuous question, right? But the answer to this...

Read in 5 minutes

Should you get a Roth or a traditional retirement account

One of the most common questions I get is, “am I saving enough?” and it’s probably one you’ve asked yourself...

Read in 5 minutes

Compounding interest helps pad nest egg

If you have only 10 years left before you retire, and you have only half of what you need, don’t worry, you...

Read in 4 minutes

Make your retirement years count

Two weeks ago, I heard a statistic that won’t leave my brain. This statistic makes me feel sad, scared and...

Read in 3 minutes