The Dickerson Group

09/01/2026

September is Life Insurance Awareness Month.

Most people think about life insurance when they first buy a policy.

The better question is whether that policy still fits the life you have today.

Income changes. Families grow. Businesses become more valuable. Debt changes. Estate and legacy goals evolve. And a policy put in place years ago may no longer reflect the financial picture it was intended to protect.

For business owners and high-income families especially, life insurance can intersect with business continuity, estate planning, wealth transfer, liquidity needs, and the broader financial plan.

The question isn’t simply, “Do I have life insurance?”

It’s: “Does the coverage I have still make sense for what I’ve built?”

September is a good time to bring that question back to the table.

08/31/2026

Having a great year in business? Don’t wait until tax season to find out what you could have done differently.

By the time your tax return is being prepared, many of the decisions that could affect your tax bill have already been made.

If 2026 is shaping up to be an unusually strong year — higher profits, a large distribution, a business or property sale, or another significant taxable event — now is the time to look at what planning opportunities may still be available before December 31.

At The Dickerson Group, we lead with strategic tax planning, then coordinate the broader wealth strategy around it, working alongside your CPA, attorney and other professionals when appropriate.

If you’re wondering whether there’s something you should be doing before year-end, a quick call with Marcus has one goal: determine whether there are planning opportunities worth exploring while there is still time to act.

Ready to talk? Schedule a quick call with Marcus here:
https://dickersonwealth.com/talk-to-marcus

And if a successful business owner came to mind while reading this, send this post to them. It may be a conversation worth having.

08/22/2026

Making a will is a key step to consider as you prioritize your family's future.

08/21/2026

The question no one asks:

When was the last time your tax professional came to you with an idea to save you money?

For many high earners and business owners, the answer is never. That's not necessarily because their tax professional is doing poor work — tax returns look backward. They record what already happened.

The planning work happens earlier. Before income is realized. Before a business interest changes hands. Before a concentrated position is sold. Before a year-end decision becomes permanent.

If you have a meaningful decision coming up, it may be worth having a conversation before the deadline does the deciding for you.

Schedule a time: https://dickersonwealth.com/talk-to-marcus

08/19/2026

Read the latest issue of Financial Watch here:

Changing jobs is exciting, but it can also leave financial loose ends overlooked amid the transition, like an old 401(k) or an approaching vesting date. In…

08/17/2026

Today's a great reminder that small acts add up — whether it's a beach cleanup or a plan for the causes you care about most. 🌊

𝐇𝐚𝐩𝐩𝐲 𝐍𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐍𝐨𝐧𝐩𝐫𝐨𝐟𝐢𝐭 𝐃𝐚𝐲 to everyone doing the work, big and small, to improve their corner of the world.

If you've been meaning to build charitable giving into your financial plan, there's no time like now.

08/15/2026

Recognize National Make-a-Will Month by taking control of your estate. Make sure your wishes are known and help protect your loved ones from uncertainty.

08/13/2026

Understanding the tax implications of estate planning, including laws that vary by state, is an important aspect of your wealth strategy. We can work together to create a stronger financial future for you and your loved ones.

08/07/2026

Quick question for the business owners and professionals in our community: when's the last time your CPA and your financial advisor actually talked to each other — before a big decision, not after?

We built The Dickerson Group around exactly that gap. We don't replace your CPA — we work alongside them, so your tax strategy and your wealth strategy are built together, not patched together in April.

07/29/2026

CPAs: the next 60 days are one of the most valuable planning windows on the calendar.

After that, extension season ramps up, then filing season takes over, and the chance to change a client's year is gone until next summer.

If you have clients whose 2026 tax picture looks larger than anticipated, now is the time to compare notes. You keep the client. We add the strategy. The client gets a coordinated answer instead of an April surprise.