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Lost Dogs and Beneficiaries
David Larson | Nov 12, 2020

What Do Lost Dogs and Beneficiary Designations Have In Common?

Beneficiaries
Retirement
Retirement-Planning
Retirement Planning
Estate Planning

We have two amazing dogs. A 16-year-old Beagle mix we found years ago, and a six-month-old Boston Terrier that brings new life to all of us. An underground

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Larson Wealth Management | Aug 3, 2020

Were You Born in a Barn? Are you Paying Too Much for your Investments?

Investments
Understanding-Fees

Think back to when you were 10 years old and running around the neighborhood on one of those hot summer days. You were out playing basketball and covered in

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Perfect Retirement_Financial Planning
Larson Wealth Management | Jul 10, 2020

The Perfect Retirement

Original Content
Retirement-Planning

“They don’t make men like Maynard anymore.”

These words could have been uttered by everyone who attended his funeral. His skills and love for life were clear

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Larson Wealth Management | Jun 6, 2020

Who Cares About Your Financial Future?

Original Content
Tax Planning
Taxes
Retirement Planning
Retirement-Planning
Retirement

“Dad, you better sit down.” The nurse holding the white wand motioned me to the chair as my wife and I stared at the black and white screen of pulsating blobs

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Duke Dog
David Larson | Mar 10, 2020

What do the JMU Duke Dog and Financial Advisors Have in Common?

Retirement-Planning
Retirement Planning
Retirement

If you live in Harrisonburg, there’s a good chance you know and love the Duke Dog. His high-fives are almost as legendary as his ever-present grin, and he’s

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Potato-Chips-and-Investment-Fees-Analysis
David T. Larson, CLU, CFP® | Sep 6, 2019

What Do Potato Chips and Investment Fees Have in Common?

Original Content
Investments
Understanding-Fees

Both of my parents were educators in a small town called Wytheville in southwest Virginia. Our family could not afford luxurious vacations on their salaries, so

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Money Lessons from Grandma
David T. Larson, CLU, CFP® | Jun 19, 2019

Money Lessons from My Grandmother – Take It!

Original Content
Tax Planning
Taxes
Retirement-Planning
Retirement Planning
Investments

Did your grandparents have a profound impact on you and your outlook on life? For many of us, our grandparents’ age and wisdom gave an authority that sometimes

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