Drew Ditto, Financial Advisor

05/28/2026

05/19/2026

Saving for your children’s future isn’t one-size-fits-all.

There are several ways families choose to save, each with different benefits and trade-offs:

• 529 Plans – Designed specifically for education expenses

• UTMA / UGMA Accounts – Flexible custodial accounts for a child’s benefit

• “Trump Accounts” – A newer concept often discussed for future planning purposes

• Traditional Savings Accounts – Simple and accessible, but limited growth potential

The best option depends on your goals, flexibility needs, taxes, and how you want funds used in the future.

Starting early matters but choosing the right account matters just as much. If you want help deciding what makes sense for your family, let’s talk.

📞 734-828-6359 📧 [email protected]

05/15/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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05/11/2026

Are you over-insured when it comes to life insurance?

Life insurance is meant to protect the people you care about, not quietly strain your finances.

Over time, it’s common for policies to outgrow their purpose:
• Coverage that no longer fits your income or lifestyle
• Policies added during a different life stage
• Premiums paying for protection you may not need anymore

Being properly insured isn’t about having the most coverage, it’s about having the right coverage for today.

A simple review can help ensure your life insurance still aligns with your goals and your family’s needs. If it’s been a while since you’ve reviewed your policies, it may be worth a conversation.

📞734-828-6359 📧[email protected]

05/05/2026

A tradition at Village Wealth Management is to get fitted for a suit when becoming a new advisor and I’m grateful to carry that tradition forward. Even better was the opportunity to fly with Mark to Birmingham to do it. Moments like these mean a lot and remind me how fortunate I am to be part of this team.

05/04/2026

Being proactive beats being reactive—especially with your finances.

When you plan ahead, you make decisions with intention. When you’re reactive, decisions are often rushed and driven by stress or circumstances.

Proactive financial planning helps you:

•Prepare for life’s big moments before they arrive
•Avoid costly surprises
• Stay focused on long-term goals instead of short-term fixes

The best time to plan isn’t during a crisis—it’s before one.

If you want clarity and confidence instead of guesswork, let’s start the conversation.

📞734-828-6359 📧[email protected]

05/01/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

05/01/2026

Why don’t you work with a financial advisor?

- Are you intimidated by the idea?
- Is it because you feel you’ve got it handled?
- Because you’re not sure where to start?
- Because you’ve been meaning to… but haven’t gotten around to it?

Many people wait not because they can’t benefit from guidance—but because life gets busy, finances feel overwhelming, or the value isn’t always clear upfront.

Sometimes the right first step isn’t changing everything, it’s just having a conversation.

If you’ve ever wondered whether working with an advisor could add clarity or confidence, I’m happy to talk.

📞734-828-6359 📧[email protected]

04/28/2026

You don’t need another opinion from the internet or AI.

You need a plan that actually fits your life.
If you’ve been putting it off, it’s time to stop waiting.

📞734-828-6359 📧[email protected]

04/27/2026

After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn how to navigate this difficult time with clarity:

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