All Articles All Articles All Articles Retirement Planning Estate Planning Investment Portfolios The Half Million Dollar Baby The true cost of raising a child may be far more than you expect. Learn More Spotting Credit Trouble The wise use of credit is a critical skill. These 10 questions will help you assess your skill level. Learn More Understanding the Basics of Medigap Policies Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years. Learn More Required Reading: The Economic Report of the President The Economic Report of the President can help identify the forces driving — or dragging — the economy. Learn More Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program. Learn More Saving Early & Letting Time Work For You The earlier you start pursuing financial goals, the better your outcome may be. Learn More Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process. Learn More Choose Your Own Retirement Adventure Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose? Learn More Buying a Vacation Home? 5 Questions to Consider First You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first. Learn More Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. Learn More Starting a Roth IRA for a Teen This early financial decision could prove helpful over time. Learn More Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities. Learn More A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. Learn More Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Learn More Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Learn More Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later. Learn More Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Learn More Yours, Mine, and Ours: Estate Strategies for Second Marriage Second marriages are a trigger event to revisit any existing estate strategies. Learn More Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important. Learn More A Look at Diversification Diversification is an investment principle designed to manage risk, but it can't prevent against a loss. Learn More All Muni Bonds Are Not Created Equal Gaining a better understanding of municipal bonds makes more sense than ever. Learn More A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies. Learn More Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter. Learn More How to Invest in LGBTQ+ Friendly Companies This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing. Learn More Get To Know Us Our Reputation DEB Financial’s reputation is built on our long-term commitment to the financial services process, our focus on our clients and their unique needs, and responsible financial management. Learn more Our Process We have a highly specialized practice working with physicians and dental professionals. I believe making your finances a priority is integral to put yourself on the proper financial track. Learn more About Our Firm Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today’s financial decisions. Learn more As Featured In How Can DEB Financial Help? When it comes to financial management, clients have a general idea of what they want their financial puzzle to look like. Unfortunately, they often do not know the pieces required to complete the puzzle in a cohesive and concise manner. DEB Financial is a national, comprehensive financial management firm that services clients all across our great country!