Dawes Wealth Management

Terrible or wonderful; Could a variable annuity be right for you?

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Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Investing for Impact Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Children with special needs may need ongoing help after their parents are gone.

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Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Mastering Mobile Lingo Do you understand these common mobile slang terms?

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

Dreaming Up an Active Retirement When you retire, how will you treat your next chapter?

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

Starting a Roth IRA for a Teen This early financial decision could prove helpful over time.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement.

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?

Monthly Market Insights | August 2026 Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Mortgages in Retirement Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.