The Dala Group

10/07/2026

Happy Birthday, Lexi! 🎉

We’re grateful for the positivity, dedication, and thoughtful energy you bring to our team each day. Your willingness to learn, grow, and support those around you makes a meaningful difference.

Wishing you a wonderful birthday and a year ahead filled with joy and wonderful memories! 🎂✨

10/06/2026

If you're considering selling your home, there's good news—you might not owe taxes on your gain! Explore how the IRS exclusion works and how it could affect you. https://thedalagroup.com/blog/i-sold-my-house-do-i-owe-taxes

10/01/2026

Whether you’re still working or already retired, it’s worth asking: Does your financial plan support the life you want today? Are you saving with intention? Spending with confidence?

Finding the right balance can help make sure your money continues to support what matters most to you.

Watch the video: https://youtube.com/shorts/ZTdJV3TS_cU

09/29/2026

Financial scams are becoming harder to spot, but a few simple precautions can make a meaningful difference.

In our latest article, we share three practical steps to help protect your identity, personal information, and financial accounts.

Read more: https://thedalagroup.com/blog/three-ways-to-protect-yourself

09/29/2026

Happy 1-year work anniversary, Linette!

Over the past year, Linette has become such a valued part of The Dala Group team. As an Associate Wealth Advisor, she brings dedication, thoughtfulness, and a genuine commitment to helping our clients. Her continued focus on learning and professional growth, along with the care she brings to her work each day, make a meaningful impact on our team. We are so grateful to have her with us and look forward to seeing all she continues to accomplish.

To celebrate this milestone, we are also making a donation to a cause that is near and dear to Linette’s heart, Give Kids The World. We are honored to support an organization that is meaningful to her and to celebrate her first year with The Dala Group in a way that gives back.

Here’s to you, Linette, and to many more milestones ahead!

09/28/2026

Today we’re celebrating Lori! 🎉🎂

Lori brings so much care, kindness, and positivity to The Dala Group, and we’re grateful for all she does for our team and our clients. We hope she has a wonderful birthday filled with joy and all the things she enjoys most. Happy Birthday, Lori! 🥳

09/24/2026

Retirement may be the goal, but the financial decisions don’t stop once you get there. From Social Security and Roth conversions to taxes, retirement income, and navigating market headlines, the choices you make can shape the years ahead.

The goal? A plan that helps you enjoy retirement today while preparing for tomorrow.

Watch Here: https://youtube.com/shorts/Hz3eerm7V9g

09/23/2026

Join us in wishing Stacy a Happy Birthday! 🎉🎂

We’re so lucky to have Stacy as part of The Dala Group! Her warmth, positivity, and wonderful spirit make our team a brighter place. We hope her birthday is filled with happiness, laughter, and all the things that make her feel celebrated and appreciated. Happy Birthday, Stacy! 🥳

09/22/2026

We’re excited to share a recent episode of the Beyond the Role with Melissa Dotson podcast featuring our Founder and CEO, Mike Heatwole.

Mike shares lessons from building The Dala Group and discusses the importance of finding purpose beyond your career, including a mindset we often encourage retirees to consider: shifting from “What am I retiring FROM?” to “What am I retiring TO?”

Thank you to the Beyond the Role team for having Mike on. We hope you’ll give the conversation a listen!

WHAT COMES AFTER THE CAREER YOU BUILT? Retirement is more than financial preparation. It’s about finding purpose, staying fulfilled, and creating a meaningful life beyond your professional identity. In the latest episode of Beyond the Role, Mike Heatwole, CFP®, AWMA® explores the importance of p...

09/22/2026

Happy Birthday to Peyton! 🎉🎂

We’re wishing Peyton a fantastic birthday and a wonderful year ahead. We’re grateful to have him as part of The Dala Group team and hope he enjoys celebrating his special day! 🥳