Author: David Sizemore

David Sizemore

David Sizemore
Vice President of Investments, Retirement Advisor

Recent Posts

Long-term Care Insurance: What to Know to Help Protect Your Wealth (Part Two)
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
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
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
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[...]