Dawkins Financial

11/03/2026

Talk About It Tuesday | Staff Member Got Married! Why Big Life Changes Should Include a CFP®

Big life changes often come with big financial decisions! This week, Alan is joined by Dawkins Financial team member Elise, who recently got married!

As she prepares for this exciting new chapter, it’s also a great reminder that major life events—like getting married, buying a home, changing careers, or growing your family—can be the perfect time to sit down with a financial professional.

Your life changes, and your financial plan should be able to change with it.

If you have a big life transition coming up, it may be time to make sure your financial plan is aligned with where you're headed next.

dawkinsfinancial.com

10/31/2026

10/29/2026

Retirement may change your perception of investment risk.

10/27/2026

Talk About It Tuesday | Getting Your Portfolio in Alignment: A Look at the S&P 500

Last week, Alan talked about the importance of getting your financial life “in alignment.” This week, he’s taking that conversation one step further.

In this Talk About It Tuesday, Alan takes a look at the S&P 500 numbers and discusses what they can tell us—and why looking at the market is only one part of understanding whether your portfolio is aligned with your individual goals.

Market numbers can provide valuable information, but your financial plan should still be built around you—your goals, timeline, risk tolerance, and overall financial picture.

As a Certified Financial Planner®, Alan can help you look beyond the numbers and determine whether the different pieces of your financial life are working together toward where you want to go.

Want to see how your portfolio lines up? Let’s talk about it.

Visit www.dawkinsfinancial.com to start the conversation.

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.