JDavid

Financial information to assist individuals with retirement planning while maintaining a healthy lifestyle.

06/22/2022

My daily walking partner. She keeps me accountable every morning....

06/01/2022

Something we all should remember...

05/25/2022

Vitamins or supplements?

Usually as we age, we become more selective, maybe wiser, in our choices.

Which do you prefer? Or both?

05/23/2022

Most people think $Money when they hear the word "Wealth"....

05/20/2022

What's your perspective on this?

05/09/2022

A thought from a mind that has always amazed me.

What do you think?

05/06/2022

I remember my sister graduating college and getting her first job, my initial thought was to create a budget for her. I was still in college then, over a year away from getting my BBA in Finance.

I guess that planning instinct is what lead me to earn my Certificate Financial Planner (CFP®) designation almost 30 years ago.

I’ve worked in the finance world for over 38 years with 35 of those concentrated in the world of retirement.

During those years, I earned my Chartered Retirement Plans Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®) designations, then more recently the Qualified 401(k) Administrator (QKA®) certification.

My formal education along with years of hands-on experience in the retirement business has given me knowledge that I have shared with many throughout my life.

My intention is to share my financial perspectives with others to aid them to increase their wealth.

05/05/2022

Some lessons are harder to learn than others...

Address

Dallas, TX

Telephone

+14698095121

Website

http://2healthymoney.com/

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