Dawkins Financial

09/08/2026

Talk About It Tuesday | Work at What You’re Good At

Labor Day might be a reminder to take it easy, but Alan has another thought: work at what you’re good at.

For Alan, that’s financial planning.

You have your own career, responsibilities, family, and goals to focus on. You don’t have to become an expert in every part of your financial life, too. Alan’s job is to help you understand where you are, where you want to go, and work with you toward those goals.

Whether you’re planning for retirement, reviewing your investments, thinking about your estate, or simply trying to get everything organized, let Alan focus on what he does best—so you can focus on what you do best.

Ready to start working toward your financial goals? Let’s talk about it.

Visit www.dawkinsfinancial.com to start the conversation.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/03/2026

Just entering retirement? Here's what you need to know.

09/01/2026

Talk About It Tuesday | Back to School Means Homework for You, Too!

The kids are heading back to school, and that means one thing: homework is back. But they might not be the only ones with an assignment!

Your financial homework? Take some time to gather your important financial documents—investment statements, retirement accounts, insurance information, estate planning documents, and anything else that helps tell the story of your financial life.

Bring it all to Alan, and he can help you take a look at where you stand, what you have in place, and where there may be opportunities for a deeper conversation.

No pencils or pop quizzes required. Just get your documents together, and let’s talk about it.

Visit www.dawkinsfinancial.com to schedule a conversation.

08/27/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

08/25/2026

Talk About It Tuesday | Financial Advice Walk a Mile in My Clients Shoes

Everyone’s financial life looks different—and so does what they need from a financial advisor.

In this Talk About It Tuesday, Alan talks about the idea of “walking a mile in someone else’s shoes.” One person may be preparing for retirement, another may be building wealth, navigating a major life change, planning their estate, or simply looking for more organization and direction.

There isn’t one right approach for everyone. Understanding where you are, what’s happening in your life, and what you want to accomplish is an important part of building a financial plan that makes sense for you.

If you’re wondering what working with a financial advisor could look like for your situation, let’s talk about it.

Visit www.dawkinsfinancial.com to start the conversation.

08/20/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

08/18/2026

Talk About It Tuesday | What’s Your Risk Number? Let’s Take a Look at Your Portfolio

Do you know how much risk you’re actually taking in your investment portfolio?

In this Talk About It Tuesday, Alan explains how Dawkins Financial uses Nitrogen to help evaluate your portfolio and give you a clearer picture of your personal Risk Number. It’s a simple way to see whether the level of risk in your investments aligns with your comfort level, goals, and financial plan.

You may be surprised by what your portfolio looks like when you see the numbers.

Want to know your Risk Number or have Alan take a second look at your current portfolio? Visit www.dawkinsfinancial.com to schedule a conversation.

08/13/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.