David Farrell

David Farrell Our Investment Strategies are customized for each client, each investment, and every dollar. For disclosures please see my website at www.preceptwm.com

We can’t prevent the unexpected, but we can plan for it! Insurance provides financial safeguards for what we can't see c...
03/15/2022

We can’t prevent the unexpected, but we can plan for it! Insurance provides financial safeguards for what we can't see coming down the road. Here are types of insurance to consider. Not sure what's right for you? We can help!

Here are four forms of insurance that are vital to have.

No one plans to get hurt or sick, but things happen to even the healthiest. Don’t let a health-related event put you in ...
03/14/2022

No one plans to get hurt or sick, but things happen to even the healthiest. Don’t let a health-related event put you in crippling debt! Health insurance is part of a sound financial strategy; it's all about finding the right plan for you.

Everyone needs health insurance. It protects you if you have a serious illness, and takes care of treatment costs so you don't suffer financially.

Let’s change living “paycheck to paycheck” to living “budget to budget!” It’s a lot easier said than done, and everyone’...
03/11/2022

Let’s change living “paycheck to paycheck” to living “budget to budget!” It’s a lot easier said than done, and everyone’s situation is different, but spending less than you make lets you plan for important financial achievements down the road.

It can be hard at first, but with some sacrifice and self-discipline, you can learn to live below your means.

The best things in life are free – plus tax, of course! Taxes can be complex, but these tips and principals can make Apr...
03/10/2022

The best things in life are free – plus tax, of course! Taxes can be complex, but these tips and principals can make April 15th easier to navigate!

Taxes can be intimidating. Fortunately, there are some fundamentals that can help you understand what taxes are all about.

It’s the age-old debate; do you pay down debt or put money towards savings? The answer may be both! Take a look at these...
03/09/2022

It’s the age-old debate; do you pay down debt or put money towards savings? The answer may be both! Take a look at these tips for getting a handle on high interest debt while also planning for your financial future. When in doubt, reach out to us!

It’s the Coke vs. Pepsi debate of personal finance. When you have extra money at the end of the month, should you pay down debt or bulk up your retirement savings? Ask this question at a party of financial advisors and you’ll get as many different answers as there are attendees. That’s good, b...

Bottom line: the earlier you start saving for retirement, the more options you’ll have later in life. No matter how far ...
03/08/2022

Bottom line: the earlier you start saving for retirement, the more options you’ll have later in life. No matter how far off retirement seems, the time to start saving for retirement is NOW. Take advantage of time... and compound interest.

Start retirement planning by contributing to an IRA or other account, setting goals for your retirement savings, better understanding Social Security benefits, and more.

Credit cards are a double-edged sword. A beneficial tool if used correctly, but they can create a world of financial hur...
03/07/2022

Credit cards are a double-edged sword. A beneficial tool if used correctly, but they can create a world of financial hurt if they're abused. These tips can help to recognize the benefits credit cards bring while avoiding the pitfalls. Check it out!

A credit card can be a valuable tool if you know how to use it properly. Likewise, using credit cards irresponsibly can lead to a world of hurt.

Don’t think you have enough money to start investing? Think again! Starting early means lots of time to let your money g...
03/04/2022

Don’t think you have enough money to start investing? Think again! Starting early means lots of time to let your money grow. The best time to start is now! Here are some tips to getting started and utilizing your most valuable asset, TIME!

You can get started investing by choosing an investment account, setting a budget and picking the investments that fit your goals. We'll take you through four simple steps.

Credit is a gateway to many financial decisions in life, like buying a home or car! Building credit may sound intimidati...
03/03/2022

Credit is a gateway to many financial decisions in life, like buying a home or car! Building credit may sound intimidating, but it isn’t hard once you know how to get started. Check out these tips on how to build credit and create a solid credit record!

Follow these tips to learn how to successfully build credit from scratch and avoid common pitfalls and mistakes.

With so many options for setting up bank accounts, how do you choose? Each account has its purpose, so choose the right ...
03/01/2022

With so many options for setting up bank accounts, how do you choose? Each account has its purpose, so choose the right one based on your needs. Here are the different kinds of bank accounts and the pros and cons of each!

Different accounts do different things. Choose between savings, checking, money market, CDs, and retirement accounts. See the pros and cons of each.

The first step to reaching financial goals is to create a budget… and stick to it! Think of it as taking control of your...
02/28/2022

The first step to reaching financial goals is to create a budget… and stick to it! Think of it as taking control of your money, which is a powerful thing. Check out these tips for creating a budget to help keep your eye on the prize, whatever that is!

Though making a budget may not be the most exciting activity, it is vital to keeping your finances in order. Follow these steps to reach budgeting success.

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