All Videos

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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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.

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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?

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Surprises

Making the most of surprises is a great reason to work with us.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

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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.

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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.

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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.

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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!