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Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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Whitepapers

Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Whitepapers

Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Whitepapers

Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

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Whitepapers

Investment Process

https://dsfwealthmanagement.lpages.co/dsf-whitepaper-investment-process/

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy.

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Whitepapers

Living in Retirement

Making the most of your years in retirement also requires a sense of financial well-being—the knowledge that you won’t outlive your assets or create a financial burden for children or other loved ones. In this guide, learn how to minimize risk factors, the three stages of spending and what you can do to reduce your financial stress and anxiety.

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Whitepapers

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this whitepaper for important tips on budgeting, savings and insurance.

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Whitepapers

The (True) Cost of Investing: Why Fee Transparency is Critical to Determining Underlying Investment Value

While investment fees and expenses are required to be disclosed through investment prospectuses, layers of complexity, financial jargon and “hidden” fees can make it difficult for investors to understand the true underlying investment costs and the impact expenses have on their investment returns.

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Whitepapers

Your Family Index Number: Defining Your Future With Confidence

Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our whitepaper which discusses how a personalized and focused approach begins with determining your Family Index Number; the individual rate of return you need to achieve your goals and objectives with confidence.

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Whitepapers

Maximize Social Security Benefits & Minimize Tax Burden

Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this paper, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.

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