David Sizemore

Vice President of Investments, Retirement Advisor
Recent Posts
How Millennials Can Benefit from Working with a Financial Advisor
By:
David Sizemore
Nov 15, 2021
As a Millennial, you may not think you need a financial advisor until you’re older, when perhaps all of your debt is paid off and you have a sizable[...]
3 Types of Retirement Plans: When You’re Self-Employed, Which 401(k) is Right for You?
By:
David Sizemore
Jun 28, 2021
Retirement planning can be complicated when you do have access to an employer-sponsored retirement plan. There are decisions to make, options to[...]
Not Your (Grand)Parents’ Retirement: How Retirement Planning Has Changed
By:
David Sizemore
Mar 08, 2021
Retirement planning has changed tremendously in the past several decades.
Your Retirement Plan and a Job Change: What You Need to Know
By:
David Sizemore
Nov 09, 2020
If I change jobs, what happens to my retirement plan?
What Does Rolling Over a 401(k) Mean?
By:
David Sizemore
Aug 03, 2020
We get this question a lot: If I decide to leave my job (for reasons other than retirement), what do I do with my 401(k)?
Scarborough Debt Counseling: 5 Ways You Should be Using Credit Cards
By:
David Sizemore
Jul 20, 2020
For some people, the words “credit cards” conjure up thoughts of crippling finance charges, endless minimum payments and debt collectors. But in[...]
Born After 1980? Here’s Your 10-Point Guide to Investing
By:
David Sizemore
May 26, 2020
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[...]
14 Questions for Joining Finances With Your Significant Other
By:
David Sizemore
May 18, 2020
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[...]
Long-Term Care Insurance: What to Know to Help Protect Your Wealth – Part 2
By:
David Sizemore
Mar 16, 2020
After learning about what long-term care insurance is and why it’s important in part one of this series, you may be wondering how you can better[...]