All Videos All Videos Forecast The market is as unpredictable as the weather. We'd love to help you prepare. Learn More Encore Careers: Push Your Boundaries Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. Learn More Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Learn More RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two? Learn More Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering. Learn More Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Learn More Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards. Learn More It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio. Learn More From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history. Learn More It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Learn More Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Learn More Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Learn More What Smart Investors Know Savvy investors take the time to separate emotion from fact. Learn More Coaches Coaches have helped you your whole life, in ways big and small. We'd like to be one of them. Learn More The Other Sure Thing Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared? Learn More The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Learn More A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. Learn More When Markets React When markets shift, experienced investors stick to their strategy. Learn More When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Learn More Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff? Learn More A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. Learn More Retiring in a Post-Pandemic World Imagine your ideal post-pandemic retirement with this animated video. Learn More Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Learn More Investments You’ve made investments your whole life. Work with us to help make the most of them. 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!