David Sizemore

Vice President of Investments, Retirement Advisor
Recent Posts
Long-term Care Insurance: What to Know to Help Protect Your Wealth (Part Two)
By:
David Sizemore
Jul 24, 2025
Retirement can offer the reward of leisure time for a career well spent. Vacations at the beach with family, trips abroad, and even naps in a shady[...]
Not Your (Grand)Parents’ Retirement: How Retirement Planning Has Changed
By:
David Sizemore
Jun 18, 2025
Editorial note: This article was originally published on July 19, 2023 and has been updated on June 18, 2025 to ensure relevance and accuracy. [...]
14 questions for joining finances with your significant other
By:
David Sizemore
Apr 29, 2024
Much like figuring out where you’ll eventually settle or if children or pets are in your future, determining if, how, or when you’ll merge your[...]
Born After 1980? Here’s Your 10-Point Guide to Investing
By:
David Sizemore
Feb 13, 2024
If you were born in the 1980s or ’90s, chances are you have a pretty busy life with mounting financial responsibilities. Maybe you have student[...]