Donald Graham & Associates

09/02/2026

Your 60s are more than a countdown to retirement—they’re a chance to make strategic moves. Align income and spending, adjust investments, and stay ahead of tax changes. Discover the moves that can help put your retirement plan on solid footing. https://bit.ly/4qWhs9S

Your 60s are the home stretch into retirement. Discover strategies to turn your plan into action, create income, and retire with confidence.

09/01/2026

🎓 Don't let your college graduate leave free money on the table. A simple chat about 401(k) matches, Roth IRAs, and automating small savings sets them up for life. Learn how to start the conversation and guide your new grad with confidence. https://bit.ly/4xYnOYi

Learn practical tips on retirement planning for young adults. Discover how to talk to your college graduate about options with Smart Financial Credit Union.

08/27/2026

Building wealth is one thing. Keeping it is a whole different skill set.

📊 Know what you have: Take stock of your cash, retirement accounts, real estate, investments, and business interests so you have a clear picture of your finances.

🎯 Plan your spending, not just your saving: Think ahead to travel, healthcare, charitable giving, and other goals so your money continues to support your priorities over time.

📉 Manage debt and taxes: Paying down high-interest debt can reduce what you lose to interest, while thoughtful withdrawal and tax planning may help you keep more of what you’ve built.

See the full checklist for managing and protecting wealth over the long term:

A step-by-step framework to protect, grow and pass on your wealth across generations.

08/26/2026

Some of life’s best investments pay dividends in tail wags, couch cuddles, and unconditional love. Happy National Dog Day!

08/25/2026

Skipping a bank account beneficiary could leave your money tied up in probate when loved ones need it most. Naming one can help funds pass directly to them and typically takes precedence over what your will says. See how to choose the right beneficiary: https://yhoo.it/4hRATOt

What happens to the money in your bank accounts when you die? Hopefully, it goes to a loved one who needs it. Naming a bank account beneficiary ensures that happens. Here's what to know about bank account beneficiary rules.

08/21/2026

Thank you to everyone that took the time to attend our 50th Anniversary Celebration last Friday. It was such a great time and we were so happy to have you all!

08/13/2026

Tomorrow is the Day! We will be hosting the event rain or shine. We hope to see you there!

Slight change of plans! Due to Band member injury, the music will now be from Donnie & Marina!!

Please join our office to celebrate 50 years of business on Friday, August 14th, 2026, from 4:30 PM to 7:00 PM. The event will be hosted at the Willard Doster Plaza which is next to our Willard Location.

We will have Music from 99 to Main, Beverages by Chole’s Pit Stop, Food by Route 99 BBQ, and Dessert by Lisa's Ice Cream.

This event is open to the public. We hope to see you all there!

08/05/2026

Please join our office to celebrate 50 years of business on Friday, August 14th, 2026, from 4:30 PM to 7:00 PM. The event will be hosted at the Willard Doster Plaza which is next to our Willard Location.

We will have Music from 99 to Main, Beverages by Chole’s Pit Stop, Food by Route 99 BBQ, and Dessert by Lisa's Ice Cream.

This event is open to the public. We hope to see you all there!

07/23/2026

Back-to-school season is a natural time to reset routines. As you update school schedules and family budgets, consider checking whether your current education savings still fits your goals. Even a small monthly adjustment may make a difference over time.