Dawkins Financial

10/22/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

10/20/2026

Talk About It Tuesday | Is Your Financial Life in Alignment?

Sometimes life leaves you feeling a little out of alignment—Alan knows the feeling! After needing an adjustment from the chiropractor, he started thinking about how the same idea can apply to your financial life.

Your investments, retirement plans, insurance, estate planning, and financial goals are all different pieces of the picture. But are they actually aligned with where you want to go?

As a Certified Financial Planner®, Alan can help you take a look at the bigger picture, identify areas that may need some attention, and work with you to keep your financial plan aligned with your goals.

If your finances could use a little “adjustment,” let’s talk about it.

Visit www.dawkinsfinancial.com to start the conversation.

10/15/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

10/13/2026

Talk About It Tuesday: Who’s Your Trusted Contact?

Scams, fraud, and account hacking can happen to anyone—and sometimes the first sign that something isn’t right may be unusual financial activity.

This week on Talk About It Tuesday, Alan discusses the importance of having a trusted contact on file. If your financial advisor notices a potential red flag or has concerns about your financial well-being, having someone you trust listed as a contact can provide an additional line of defense.

Who would you want us to call if something didn’t seem right?Make sure Dawkins Financial has your trusted contact’s name, relationship, phone number, and email address on file.

Have questions about choosing a trusted contact? Reach out to our office—we’re here to help.

10/08/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/06/2026

Talk About It Tuesday | Financial Advice Goes Beyond a 60-Second Video

There’s a lot of financial content online—and not everything you see in a TikTok, Reel, or YouTube video is going to apply to your life.

Online creators can share general tips, steps, and ideas, but your finances are personal. Your income, family, goals, retirement timeline, risk tolerance, and priorities are unique to you.

In this Talk About It Tuesday, Alan explains why he creates these videos to educate and get you thinking—not to replace personalized financial planning.

As a CFP® professional, Alan can sit down with you, learn about your individual situation, answer your questions, and help you build a financial plan around your life rather than a generic set of steps from a video.

Use online content to learn. When it comes to your financial plan, let’s have a real conversation.

Visit www.dawkinsfinancial.com to get started.

10/01/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

09/29/2026

Let’s solve some puzzles!

09/29/2026

Talk About It Tuesday | Putting the Pieces of Your Financial Plan Together

A financial plan can feel a lot like putting together a puzzle. You may have all the pieces—investments, retirement accounts, insurance, estate planning, savings, and your goals—but figuring out how they all fit together can be the challenging part.

That’s where Alan can help.

In this Talk About It Tuesday, Alan talks about looking at the bigger picture and helping you understand how the different pieces of your financial life can work together toward your goals.

You don’t have to put the puzzle together on your own. Bring us the pieces, and let’s take a look at the full picture together.

Visit www.dawkinsfinancial.com to start the conversation.