All Articles All Articles All Articles Retirement Planning Estate Planning Investment Portfolios What You Should Do About Insurance Following a Divorce In the face of divorce, making changes to insurance coverage may be overlooked. Learn More The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know? Learn More Making a Charitable Gift Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options. 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 The Half Million Dollar Baby The true cost of raising a child may be far more than you expect. 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 Important Birthdays Over 50 Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income. Learn More Understanding the SECURE Act 2.0 A timeline covering a few of the major provisions of the SECURE Act 2.0. Learn More The Cost of Procrastination Don't let procrastination keep you from pursuing your financial dreams and goals. Learn More Healthcare Costs in Retirement Without a solid approach, health care expenses may add up quickly and potentially alter your spending. Learn More When Should You Take Social Security Monthly Social Security payments differ substantially depending on when you start receiving benefits. Learn More How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful. Learn More When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive. Learn More A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Learn More Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. Learn More Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." Learn More Estate Strategies of the Rich and Famous The examples of famous celebrities underline the need for a clear estate strategy. Learn More A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. Learn More Risk Perspective Is it possible to avoid loss? Not entirely, but you can attempt to manage risk. Learn More Inflation & Your Money It's important to understand how inflation is reported and how it can affect investments. Learn More Bull & Bear Markets: A Timeline This helpful infographic will define bull and bear markets, as well as give a historical overview. Learn More Global vs. International: What’s the Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks. Learn More Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education. Learn More Are You Ready for Your Portfolio to Make a Difference? Learn about the rise of Impact Investing and how it may benefit you. 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!