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2020 Was The Worst?

2020 was the worst? It certainly was challenging. Remember how I have often complained about how boring and stable the markets have been these last 12 years since the Great Recession? This last year was many things, but boring was not...
Read MoreMedicare Age Requirements
Wednesday, August 12, 2020If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. We understand. Anticipating your future medical costs can feel...
Read MoreIRS Notice on RMDs
Thursday, July 16, 2020It’s been a busy summer for the U.S. Treasury and the IRS as they continue to issue new guidance for several provisions in the Coronavirus Aid, Relief, and Economic Security (CARES) Act. We’d like to share the most notable...
Read MoreMarket behavior and the economy
Friday, June 12, 2020As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?” It’s a great question, and fortunately,...
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REPLAY: How Successful Families Discuss Money
Monday, June 1, 2020In this replay, Jean Dunn of T. Rowe Price presents how successful families discuss money.
Read More“What should I do with my 401(k)?”
Friday, May 29, 2020Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
Read MoreSafe, Sane and Productive

Nearly a decade ago when I was newly married, my wife was in Medical School in Tucson. I would visit her for the weekend and stay for the week. The challenge was in how to keep the ship on track when the captain is on leave. Here is...
Read MoreBreaking Down the CARES Act

The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult...
Read MoreOpportunities and the Case for Optimism
Friday, March 13, 2020Thank you to everyone who made it to coffee club. We expect another great turnout for Wednesday's Webinar. Look at these article headlines (and please save me the best ones). "Plunge, Route, Tragedy..." What a wonderful way to sell...
Read MoreREPLAY: The SECURE Act
Monday, February 24, 2020The recently signed SECURE Act changes the way beneficiaries will receive money from inherited retirement accounts. During our webinar, we reviewed some of the most significant changes for our clients.
Read MoreDustin Brown Qualified to Attend Cetera Advisors’ Forward Conference
Sunday, February 16, 2020Dustin Brown Qualified to Attend Cetera Advisors’ Forward Conference Dustin Brown, CFP®, AAMS®, Financial Advisor for DM Brown Financial Services, was one of the select qualifiers of Cetera’s Fast Forward Conference...
Read MoreHolly Crystal Brauer Joins DM Brown Financial Services
Friday, February 14, 2020Holly Crystal Brauer Joins DM Brown Financial Services as Financial Advisor and Head of Discovery Team (Scottsdale, Ariz. – February 14, 2020) – DM Brown Financial Services, an affiliate of Wilde Wealth Management Group,...
Read MoreThe Boat Analogy

Some financial planning methods rely heavily on bonds. A good financial plan should be balanced with a diversified portfolio. A great plan should be more customized to your cash-flow needs. In retirement, your fixed income should be...
Read MoreReflecting on 2019 - Our Top Ten

Happy New Year! 2020 is here and it will be my 16th year serving clients' wishes, wants, and needs in the financial services industry. Reflecting on my previous experiences, I would like to share my top 10 revelations in typical...
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