when a loved one dies

Transitions: What to Do When a Loved One Dies Checklist

Death is emotionally overwhelming and despite any amount of preparation, it’s never an easy process. When a loved one dies, it takes a lot of energy and wherewithal to summon the strength for the financial and legal processes. At David Adams Wealth Group, we wanted to give you a checklist to ensure that you handle your […]

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Career Burnout: The 5 Steps to Becoming an Entrepreneur (ft. MusicRowSearch’s Tom Truitt)

Do you find yourself 15 years down the road in the same job that you can’t stand? Are you afraid to step out of the corporate bubble and follow your true passion from fear of failure? Do you dream of doing what you love so that you will never have to work another day in […]

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The Right Amount of Money to Retire

Many people are fearful of retirement and may endure sleepless nights, wondering, “What is the right amount of money to retire?” My team and I want to help spark a real movement to change this old way of thinking about money and the unhealthy fears surrounding our money. The whole point of our philosophy is […]

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LOVE is T-I-M-E

The most important lesson my father has taught me is that the way you spell LOVE is T-I-M-E. As a child, I didn’t really understand what he meant (and why he was such a bad speller..haha). Ever since I can remember, I have seen my father as one of the most hard-working, dedicated people I’ve […]

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The Art of a Firedrill

Last year, it hit me how so many of our clients – and many people in general – do not have an organized way to help their surviving loved ones carry on with their finances once they are no longer here. My team has witnessed spouses in distress because bills were piling up and they […]

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Trump’s Presidency: Fear & Greed in the Market

It is no secret that Trump has caught the attention of many around the world. It just-so-happens that a heavy portion of our client meetings (try everyone of them for the past year) involve discussion about politics – Trump, Clinton, and the election – not healthcare, ISIS, investment portfolios, or financial planning, even. Many people […]

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