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The Retirement Check-Up

By David Durham • September 28, 2026

7 Financial Moves to Consider Before the End of 2026

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David Durham is a licensed insurance professional. Davied Miller is an investment advisor representative offering advisory services through CreativeOne Wealth, LLC, a registered investment adviser. CreativeOne Wealth and DurhamLoyal Wealth Management are unaffiliated entities.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.

We are an independent retirement services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

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