The Blog

In this pre-recorded webinar, estate planning attorney, Allyson B. Russo, guides you through crucial steps to protect your family’s financial future. Discover key strategies for wealth transfer, tax efficiency, and ensuring your wishes are honored. Essential knowledge for anyone looking to create a comprehensive estate plan that preserves their legacy. Watch here!

Tune in with retirement coach, Kathleen O’Connor, and I for an insightful recording on creating a fulfilling post-career life. Learn essential strategies for managing the emotional and practical aspects of retirement, setting clear transition goals, and designing your ideal retirement lifestyle. Perfect for professionals within 5 years of retirement.

Don’t miss this interesting cybersecurity presentation featuring my colleague, Don Brown, who is an expert in all things cybersecurity. In today’s digital world, protecting your financial and personal data is critical, and I’m so excited to have Don join us for this informational recording! We cover 10 essential strategies to safeguard your data and digital […]

This is a continuation of our “How We Work” series. To read our first client case study, click here. Who was the client? Bill and Mary were a married couple with two adult children who had been managing their finances independently for years. As they approached retirement, they realized they needed more specialized guidance to […]

This is a continuation of our “How We Work” series. To read our first client case study, click here. Who was the client? Susan was a single, widowed woman in her late 60s who had previously worked with an AUM advisor. She switched to Daybreak Wealth because she felt her previous advisor was unresponsive to […]

At Daybreak Wealth, we believe in working together with our clients to create a holistic financial planning experience. When we met Joe and Louise, we knew that they had some big financial questions – and they weren’t certain their current advisor was addressing their needs proactively. They felt nervous about leaving money on the table, […]

In the world of financial planning, the way advisors charge for their services can significantly impact your long-term financial success. While many advisors traditionally use an Assets Under Management (AUM) model, charging a percentage of the assets they manage, the flat fee approach represents a modern evolution in financial advisory services that prioritizes transparency and […]