David Scoggins - Financial Planner

David Scoggins - Financial Planner Financial Planner | Wealth Management | Insurance | Retirement Distribution | Debt Reduction

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6186BGLQzE

10/01/2026

October is National Financial Planning Month 💵

Here are 5 Action Steps you can take:

1) Review cash flow: If you don't use an app like Monarch or Rocket Money, consider looking into it.

2) Assess Emergency Fund: Spending rates change. Has your emergency fund changed with them?

3) Review EOY Tax Strategies: Assess harvesting losses in Non-Qualified Accounts & make sure retirement contributions are max funded.

4) Update Estate Documents: Review beneficiaries, your will and POA's

5) Assess Insurance Plan: Major life change this year? Baby? House? Promotion? Start a business? Become an empty nester? Your insurance plan should evolve as your life does.

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. ...
09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. http://spr.ly/6181BGU22V

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6180BGdlDw

The Fed raised rates to try to bring down inflation as economic data continued to be strong. Chief Investment Officer Br...
09/22/2026

The Fed raised rates to try to bring down inflation as economic data continued to be strong. Chief Investment Officer Brent Schutte explains the data and why it calls for a measured approach. http://spr.ly/6185BGjBVv

09/21/2026

Money stress doesn't just affect your wallet. It affects your body. According to Harvard psychiatrist Dr. Robert Waldinger, avoiding these kinds of stressors only makes the anxiety grow. Having a financial plan helps reduce those feelings and sets you up for the life you want to live. That’s the kind of relief I help people find. Let’s connect.

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-en...
09/21/2026

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together. http://spr.ly/6184BGJflM

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are sti...
09/15/2026

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are still unfolding. Here’s Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take on why diversification remains important in today’s market environment. http://spr.ly/6180BGul52

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here a...
09/14/2026

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here are smart ways to help build their future while protecting yours. http://spr.ly/6183BGJflB

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234 E. Millsap Road Suite 100
Fayetteville, AR
72703

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+17046097870

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