Articles

Four Portfolio Ideas for 2021

Consider these four ideas for managing your investment objectives in the year ahead. Courtesy Dobbs Wealth Management Hold the Right Amount of Cash“The pandemic showed us the importance of an emergency savings account––I call it […]

Articles

Resilience in Tough Times

Courtesy Dobbs Wealth Management Unpredictability is challenging. There is reassurance in steadiness, optimism when we see positive results ahead. But in most things––including life––nothing stays the same forever. It helps when we’re prepared for bumps […]

Articles

Retirement: A Purposeful Approach

Courtesy Dobbs Wealth Management Group of Wells Fargo Advisors Planning for retirement goes beyond how you’ll spend your time. You’re also probably thinking about maximizing social security, whether you’ll downsize, ways to stay mentally and […]

Articles

What is Your Most Important Estate Planning Document?

What is Your Most Important Estate Planning Document?

Assume that you and your husband have been happily married for 50 years. You have two children and you get along with them and their spouses. Imagine that! Your home and bank accounts and investments are in joint tenancy. Life insurance and IRAs are paid to the surviving spouse, otherwise to your children equally. […]