VIDEO: The Top 5 Financial Planning Challenges in the First 10 Years of Retirement

    By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC  When you retire, you embark on a brand-new journey, unlike anything you’ve ever experienced. You leave the comforts of a steady paycheck and structured schedule and head into the unknown of finite resources and endless free time. It’s quite the opposite of what you’ve done all… Continue reading VIDEO: The Top 5 Financial Planning Challenges in the First 10 Years of Retirement

Happy Thanksgiving: Practicing Gratitude

  By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC After the dramatic events of the last couple years, it would be all too easy to only focus only on the bad… But I always tell my daughters that every event only has two possible outcomes: success or learning. There are no failures! So this Thanksgiving, we… Continue reading Happy Thanksgiving: Practicing Gratitude

Why I Became a Financial Advisor

    By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Life is full of unexpected twists and turns. We may start in one career but end up somewhere completely different. Our experiences may show us other areas we want to pursue or open doors to new opportunities. That’s exactly how I found my way into my… Continue reading Why I Became a Financial Advisor