David Scoggins - Financial Planner

11/02/2026

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future.

Saying "I do" includes some nice perks, from building a shared life together to unlocking some valuable tax advantages.

11/02/2026

Whole life insurance can be a helpful part of a long-term financial plan—but it depends on your needs, budget, and goals. Let’s talk through whether it makes sense for you. http://spr.ly/6183BH1k8x

11/01/2026

New 2026 tax laws may create more opportunities to save at tax time. Read about steps you can take now and then reach out so we can decide together which ones fit your plan.

Income timing, giving, retirement, and estate planning moves to review before December 31.

10/31/2026

The best age to buy life insurance may surprise you. Reach out if you’d like to learn more.

Your age and health influence premiums, approval, and policy value. Find out when it’s best to buy a life insurance policy.

10/30/2026

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here are smart ways to help build their future while protecting yours.

Grandparents spend thousands per year on grandkids. Here’s how to manage the costs.

10/29/2026

A path towards a future without childhood cancer is a cause everyone can support. Learn more about our efforts to accelerate the search for better treatments and cures for childhood cancer—and our latest investment supporting families and recognizing the care team members who support patients and families through their treatment journey.

Accelerating the search for better treatments and cures for childhood cancer is a cause everyone can support. Learn how you can get involved.

10/29/2026

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together.

Use the seasonal shift to revisit budgets, benefits, and tax moves before year-end deadlines.

10/28/2026

72% of Americans say couples should discuss finances before marriage or moving in together. Ready to build shared financial goals? Schedule a conversation with me today.

What financial compatibility really means—and how to talk about it.

10/27/2026

You’ve worked hard for your money—don't let fraudsters cheat you out of it.

Scammers are smarter than ever—targeting everything from bank accounts to life insurance. Here are eight ways to protect yourself.

10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. http://spr.ly/6180BH95Hk