Dew Wealth

 An Independent Registered Investment Advisory Firm

 

 

 

   James P. Dew, CFP®, MBA, ChFC

 

Dew Wealth Management offers services dedicated to meeting your individual needs. As an independent registered investment advisory firm, we provide advice in investment planning, estate and exit planning, retirement and tax planning, risk management and insurance planning. We are a fee-based advisory firm, using reliable methods and processes.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

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