Memorial is a time to remember

WWW.TheDavidAlliance.com

 

TDAGiantslayer@gmail.com

 

List of topics for money matters- pick a few and let me know!

 

 

• The history of money
• Social Security
• Investment Philosophies
• Behavioral Finance…anchoring, etc
• Financial Advisor types and fees
• Accumulation phase of life
• Distribution phase of life
• Socially responsible investment choices
• Estate Planning 101
• Money in marriage
• Money as a single guy
• Insurance Planning 101
• Charitable Giving 101
• Getting debt under control
• Buying a home
• Buying a car
• Separating financial news from noise
• Considerations for small business owners
• Considerations for those with stock options
• Considerations for inheriting money or winning the lottery
• The 5 W’s and H of Savings

 

Our website is still janky… so if you want a shirt or wristband send me the money over facebook and your shirt size etc… and I will get it out to you ASAP.