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

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

Paying off your home in 15 years is almost always the best decision

I love answering email questions. Especially questions like this one. Whereas I hated good, better, best multiple-choice questions in school,...

Read in 5 minutes

Why people generally aren’t good at saving money

How much is in your checking account right now? Now, if there was $25 less than that, would you care?...

Read in 3 minutes

Mindful Spending

Have you ever purchased something you really didn’t intend on buying and then later on, couldn’t figure out why you did it?...

Read in 3 minutes

⚠️Breaking News: Student Loan Servicer Updates

Date: October 6, 2021   Topic: There are a number of important changes happening with student loans. Some of the...

Read in 1 minutes

Child Tax Credit: What to Do With It?

The advanced Child Tax Credit payments have started appearing in our bank accounts and mailboxes and many people are wondering...

Read in 3 minutes

⚠️Breaking News: CDC Issues 60-Day Eviction Moratorium

Date: August 3, 2021   Topic: The CDC announced a 60 day limited moratorium on evictions in areas with high...

Read in 1 minute