Jason Fletcher, CFP

08/30/2026

When should you take Social Security?

62? 67? 70?

You'll find plenty of people online who will confidently tell you there's one "right" answer.

There isn't.

Your best decision depends on your individual situation. Things like:

• Your health
• Your spouse
• Other retirement income
• Your savings
• Your spending needs
• Your tax situation
• How long you expect to live

The important thing is not simply figuring out when you can claim.

It's figuring out how Social Security fits into the rest of your retirement income.
That's a very different question.

If you're nearing retirement, it's worth looking at the whole picture before making the decision.

08/27/2026

Do you really need a financial advisor once you're retired?

Maybe. Maybe not.

If your financial life is simple and you're comfortable managing everything yourself, you may not need one.
But retirement can get complicated quickly.

You may have:

• Social Security
• A pension
• Several retirement accounts
• Investments outside retirement
accounts
• Required minimum distributions
• Medicare considerations
• Charitable giving goals
• An estate plan
• A spouse who depends on your income

The bigger question isn't: "What investment should I buy?"

It's: "How do all of these pieces fit together?"

A good retirement plan should help you understand where your income will come from, how much you can comfortably spend, how much risk you're taking and how today's decisions could affect your future.

If you're retired—or getting close—what financial question keeps you up at night?

08/23/2026

If you're a high earner, August may be more important than December.

Why?

Because December is when many financial decisions become urgent.

August is when you still have time to make them strategically.

For high-income professionals, entrepreneurs and business owners, a midyear review can uncover opportunities around:

• Retirement savings
• Investment allocation
• Portfolio diversification
• Business planning
• Cash flow
• Tax-efficient investing
• Roth strategies
• Estate planning
• Risk management

The question isn't:

"What can I do to reduce my taxes?"

The better question is:

"Are all of my financial decisions working together?"

That's the difference between reacting to your financial life and actually planning for it.

I wrote a new guide:

The High-Earner's Midyear Financial Checkup: 8 Questions to Ask Before Year-End

Read it here → https://dfc-wealth.com/jasons-blog-1?blog=y

08/12/2026

Your tax return is a rearview mirror.

It tells you where you've been.

But high earners need a windshield.

If you're a lawyer, entrepreneur, executive or business owner, your financial picture can change dramatically in just six months.

Income changes.

Investments move.

Businesses grow.

Bonuses arrive.

Equity gets complicated.

Retirement opportunities change.

And suddenly, the financial plan you created in January may no longer reflect your reality.

That's why August is a good time for a midyear financial checkup.

Not to obsess over taxes.

To ask bigger questions:

→ Is my retirement strategy keeping pace with my income?

→ Is my investment portfolio still appropriately diversified?

→ Am I taking too much risk in one area?

→ Is my business strategy connected to my personal wealth strategy?

→ Are my tax, investment and retirement decisions working together?

→ What needs to change before December?

Your financial plan shouldn't be something you look at once a year.

It should evolve as your financial life evolves.

I put together an 8-question Midyear Financial Checkup specifically for high earners, entrepreneurs and successful professionals.

➡️ https://dfc-wealth.com/jasons-blog-1?blog=y

07/27/2026

Sometimes the difference between keeping a relationship and losing one comes down to one simple thing: Doing what you said you would do.

07/27/2026

Early in my career I learned something important…

People don’t want to be sold.
They want someone who listens.

That lesson has shaped how I work with clients today.

07/04/2026

Happy 4th everyone!

06/21/2026

Here's what nobody tells high earners about building wealth:

- The strategy matters.

- But the timing of when you
execute it matters just as much.

We're at the halfway point of 2026.
You still have time to:

→ Recalibrate your tax strategy
→ Rebalance your portfolio
→ Shore up your protection gaps
→ Make sure your plan still fits.
your actual life

But that window doesn't stay open forever.

The best financial move you can make right now isn't a complex one.

It's scheduling a mid-year review and actually showing up to it.

If you're a high-income earner and you're not sure where your plan stands — let's talk.

[Read the full mid-year check-in guide @
https://lnkd.in/eZ6Muw7g




📩 DM me "CHECK-IN" and I'll send you the first step.

06/21/2026

Happy father’s day to all the great fathers out there

06/11/2026

By the time most people think about taxes, the best moves are already gone.

Mid-year is the best time to get ahead of your 2026 tax position — while you still have room to act.

A few things worth reviewing right now:

→ Retirement contributions — are
you on track to max out?

→ Roth conversion windows — is
there an opportunity given this
year's income?

→ Q3 estimated payments — due in
September, plan now

→ Deduction timing — charitable
giving and business expenses
can be planned, not just
reported

Taxes aren't just something that happen to you.

They're a variable. And right now, you still have time to influence the outcome.

Check out the full blog here: https://dfc-wealth.com/jasons-blog-1/f/mid-year-financial-check-in

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