Shawn Houk - member of DBM Wealth Management

10/26/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

10/23/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

10/21/2026

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

Ascertaining the value of your business is important for a variety of reasons.

10/19/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

10/16/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

10/14/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

10/12/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

10/09/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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.

10/07/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.