Estate Planning Estate Planning What is Estate Planning? Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Learn more about Estate Management Ask Us How We Can Help Comprehensive financial management firm that services clients all across our great country! Find Out How Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Play Video Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Start Slideshow Have A Question About This Topic? Name Email Address Phone Question Thank you! Oops! Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Learn more Four Reasons Millennials Need an Estate Strategy Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now. Learn more 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Learn more Articles Calculators Presentations Videos Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future. 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 for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs. Learn More The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are. Learn More How Will Working Affect Social Security Benefits? Knowing the rules may help you decide when to start benefits. Learn More 9 Facts About Social Security There are things about Social Security that might surprise you. Learn More Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit? Learn More Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. Learn More Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). Learn More Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living. Learn More Potential Income from an IRA Estimate your monthly and annual income from various IRA types. Learn More My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates. Learn More A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals. Learn More Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Learn More An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. Learn More A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. Learn More Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Learn More Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. 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 The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route. Learn More 18 Years’ Worth of Days The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose? 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!