Andrew Doan, CFP, EA

Home
United States
Louisville, KY
Andrew Doan, CFP, EA

Financial Planner

07/16/2026

More than half of Americans who retired in the last five years say they have regrets about how they saved.

55%. That's not a small number. And the most common wish? That they had started earlier.

The good news — if you're reading this, you still can. That's the whole point.

Columbus, OH – For millions of Americans who retired in the last five years, the transition from earning a paycheck to living off savings brings an uncomfortable reality check: many wish they did things differently, according to a new Advisor Authority study, powered by the Nationwide Retirement I...

07/14/2026

We've been sold a story about aging that the data doesn't support.

A wave of new research is challenging the assumption that decline is inevitable — and pointing to specific, actionable habits that meaningfully change how long and how well you live. Not vague advice. Actual numbers: how many minutes of strength training, how much protein, how much social connection.

The extra years are coming for most of us. The question is what we do with them.

Recently published research reveals three major mistakes Americans make about longevity, and what actually helps people live longer and healthier.

07/09/2026

1 in 3 Americans believes their net worth would be $100,000 higher today if they had avoided their biggest financial mistake.

The most common regret? Not investing earlier. The second? Overspending. The third? Too much debt.

None of those are shocking. But here's what is: 21% of people responded to their financial mistakes by becoming afraid to invest altogether. Regret paralyzed them instead of teaching them.

The best time to start was years ago. The second best time is now.

From impulse spending to missed investments, find out what financial regrets Americans have and how they're adjusting their money habits.

07/07/2026

Most people assume getting older means a slow, steady decline. New research from Yale says that's simply not true.

In a study tracking nearly 4,000 adults over three years, almost half of people over 65 actually improved — cognitively, physically, or both. And here's the part that stuck with me: the people most likely to improve were the ones who held a more positive attitude about their own aging.

The way you think about what's coming may be the most important variable you can actually control.

A Yale study found 45 percent of adults 65 and older improved in cognition, physical function or both over as long as 12 years.

06/30/2026

A new survey of 1,000+ investors found some things worth sitting with:
• 1 in 2 investors check their portfolio at least once per day
• 18% admit to making a panic-driven investment decision because of doomscrolling
• 43% believe emotional investing will hurt their own performance this year

Here's the thing — knowing your emotions are a factor and managing them are two different skills. That's a big part of what a good financial plan is actually for

Discover how emotions like fear, optimism, and FOMO are shaping investor behavior in 2026, based on a survey of 1,000+ American investors.

06/25/2026

Most people think selling during a market drop protects them. But here's what the data actually shows: when you sell during a downturn, you don't just absorb one loss. You absorb two — because the recovery you needed was the one you weren't there for.
Really well-written piece on why patience tends to win. Worth a read.

Timing the market vs staying invested comes down to a cost most people don't calculate until it's too late. When markets drop, selling feels protective,

06/23/2026

We spend years answering "Do you have enough to retire?"

But there's a second question that almost nobody asks: Enough to be what?

Really thought-provoking piece from Kiplinger on the identity crisis that often hits high achievers hardest in retirement — and what to do about it.

Shifting your identity from working and saving to spending and living can be tough, but here's why you need to do it for yourself and your family.

06/18/2026

2026 is a big demographic milestone — the oldest Baby Boomers are now turning 80, swelling the demand for care services in ways our system isn't fully prepared for.

The good news? There are options. The key is planning before you need them. Worth a read.

On January 1, 2026, the leading edge of the Baby Boom generation reached a symbolic and practical threshold: age 80.

06/16/2026

The best thing you can do for your brain in retirement might not cost a dime.
New research says a strong sense of purpose is linked to significantly lower cognitive decline risk. Worth a 3-minute read — and maybe a conversation.

New research confirms the power of purpose, exercise, and socialization in fighting cognitive decline. Discover evidence-based steps for brain health.

Address

2011 Lake Point Way #101
Louisville, KY
40223

Telephone

+15023840065

Website

http://www.dfswealthadvisors.com/

Alerts

Be the first to know and let us send you an email when Andrew Doan, CFP, EA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.