Dana L. Felton

12/04/2024

Multi-generational wealth planning may seem daunting, but the sooner you begin the better off your heirs will be. Let’s connect and begin outlining your goals.

11/28/2024

Wishing you and your loved ones a Happy Thanksgiving. What are you thankful for this year?

11/13/2024

Passing on real estate to heirs often comes with financial and emotional challenges. Here are three ways to provide clarity and reduce worries for everyone involved:

1. Audit important property information
2. Understanding tax and other financial implications
3. Have a proactive and candid conversation

Take proactive steps today to help ensure your legacy is carried out as you wish.

11/12/2024

Discussing your estate plan with loved ones can be difficult – but it is an important conversation to have. Here are tips for how to have a healthy estate planning conversation, and ways I can help facilitate the conversation.

Learn what goes into having a successful and productive estate planning conversation.

11/08/2024

For many investors, creating an estate plan brings peace of mind, knowing that their loved ones are supported. When did you last review your plan? Let’s connect to help ensure your assets go exactly where you intend.

10/22/2024

Are you taking full advantage of your company’s retirement saving opportunities? National Retirement Security Week is the perfect time to review your options.

10/17/2024

Medicare open enrollment is October 15-December 7. Choosing your coverage is a complex but important decision. Use this great Medicare guide to help you understand the program and the choices available. We can then connect to weigh your options and decide what’s best for you.

10/03/2024

As we enter the final stretch of 2024, what is one small step can you take today to move closer to achieving your financial goals?

10/02/2024

For many investors, a 401(k) is the cornerstone of their retirement income strategy. When did you last review your plan? Let’s connect to help ensure your 401(k) investments are aligned to your retirement goals.

09/06/2024

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

09/04/2024

What goals have you set to create a happy and healthy life for you and your loved ones?

09/02/2024

Wishing you a safe, fun and relaxing Labor Day.