Dawkins Financial

10/08/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/06/2026

Talk About It Tuesday | Financial Advice Goes Beyond a 60-Second Video

There’s a lot of financial content online—and not everything you see in a TikTok, Reel, or YouTube video is going to apply to your life.

Online creators can share general tips, steps, and ideas, but your finances are personal. Your income, family, goals, retirement timeline, risk tolerance, and priorities are unique to you.

In this Talk About It Tuesday, Alan explains why he creates these videos to educate and get you thinking—not to replace personalized financial planning.

As a CFP® professional, Alan can sit down with you, learn about your individual situation, answer your questions, and help you build a financial plan around your life rather than a generic set of steps from a video.

Use online content to learn. When it comes to your financial plan, let’s have a real conversation.

Visit www.dawkinsfinancial.com to get started.

10/01/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

09/29/2026

Let’s solve some puzzles!

09/29/2026

Talk About It Tuesday | Putting the Pieces of Your Financial Plan Together

A financial plan can feel a lot like putting together a puzzle. You may have all the pieces—investments, retirement accounts, insurance, estate planning, savings, and your goals—but figuring out how they all fit together can be the challenging part.

That’s where Alan can help.

In this Talk About It Tuesday, Alan talks about looking at the bigger picture and helping you understand how the different pieces of your financial life can work together toward your goals.

You don’t have to put the puzzle together on your own. Bring us the pieces, and let’s take a look at the full picture together.

Visit www.dawkinsfinancial.com to start the conversation.

09/24/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

09/22/2026

There’s no shortage of financial advice online telling you to follow Step 1, Step 2, Step 3…but your financial life doesn’t always fit neatly into a checklist.

Everyone has different goals, priorities, responsibilities, timelines, and lifestyles. What makes sense for one person may look completely different for someone else.

In this Talk About It Tuesday, Alan discusses why financial planning starts with understanding you—where you are today, what’s important to you, and what you want your future to look like.

Instead of simply following someone else’s steps, let’s build a financial plan around your life.

Visit www.dawkinsfinancial.com to start the conversation.

09/17/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

09/15/2026

Talk About It Tuesday | Two Books, Two Things I Enjoy

In this week’s Talk About It Tuesday, Alan shares two books he’s been enjoying. One connects to his love of running, while the other relates to the career he’s spent years building and continues to enjoy: financial advising.

It’s a simple reminder that there’s always more to learn, whether it’s about a personal passion or the work you do every day.

When you enjoy what you do, continuing to learn and improve comes naturally—and Alan brings that same mindset to helping his clients work toward their financial goals.

Learn more about Alan and Dawkins Financial at www.dawkinsfinancial.com.