Day Wealth Management

09/02/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

08/31/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

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08/26/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

08/24/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

08/19/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

08/17/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

08/12/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

08/10/2026

Learn the ins and outs of 529 plans before you or your student heads to college.

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.

08/07/2026

🏈 Proud to Support Weatherford Kangaroo Football! 💙

Day Wealth Management is honored to support the Weatherford Kangaroos for the 2026 season!

This sponsorship is especially meaningful to me because I'm a proud Weatherford High School alumnus and a member of the 1999 Kangaroo football team. Wearing the Roo on Friday nights taught me lessons about hard work, teamwork, and perseverance that have stayed with me throughout my career.

Today, it's a privilege to give back to a program and community that helped shape who I am.

To all the players, coaches, students, and fans—best of luck this season. We'll be cheering you on every step of the way.

Go Roos! 🦘💙