Daniel Wendol

Dan is the owner of Dolphin Financial Group. As a CFP® professional and investment advisor representative, Dan is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. With experience in the insurance world, Daniel is not afraid of using insurance products and integrating them with traditional investment management strategies. He always helps clients with a big-picture approach.

401k Super Catch-up

2026 401(k) Super Catch-Up: How to Contribute Up to $35,750 If You’re Age 60-63

Retirement planning often comes with the same frustrating refrain: “I need to save more, but I just don’t have enough.” If you’re turning 60, 61, 62, or 63 in 2026, the IRS has given you a powerful opportunity to accelerate your savings. The Super Catch-Up provision allows eligible individuals to contribute up to $35,750 to

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How to Retire with Stoic Calm: Marcus Aurelius’ Timeless Advice for Financial Peace and Inner Peace

Imagine facing retirement not with anxiety about market swings, healthcare costs, or outliving your savings — but with the quiet confidence of a Roman Emperor who ruled through war, plague, and personal tragedy. That’s the power of Stoic wisdom, and it’s more relevant today than ever before. At Dolphin Financial Group, we help clients build

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401(k) Just Became a Personal Pension: How SECURE Act 2.0 Brings Lifetime Paychecks Starting in 2026

Imagine this: You’ve spent decades saving in your 401(k). Then, when you retire, it magically transforms into a reliable pension — delivering lifetime monthly paychecks you can never outlive. No more stressing about market crashes, sequence of returns risk, or running out of money in your 80s or 90s. That future is closer than you

401(k) Just Became a Personal Pension: How SECURE Act 2.0 Brings Lifetime Paychecks Starting in 2026 Read More »

New 2026 Rule Allows Penalty-Free 401(k) Withdrawals for Long-Term Care Insurance Premiums: What You Need to Know

Long-term care is one of the most expensive and often overlooked parts of retirement planning. With costs continuing to climb, many families find themselves asking the same question: How will we pay for it if the time comes? In 2026, a brand-new provision from the SECURE Act 2.0 is giving people a fresh tool to

New 2026 Rule Allows Penalty-Free 401(k) Withdrawals for Long-Term Care Insurance Premiums: What You Need to Know Read More »