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 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 SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement. Learn More Retiring Earlier Than Expected? What To Know Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead. Learn More A Bucket Plan to Go with Your Bucket List Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer. Learn More Eight Mistakes That Can Upend Your Retirement There are common mistakes you can avoid when saving for retirement. Learn More FIRE Retirement This short, informative article teaches the basics of the FIRE movement. Learn More Saving for Retirement This calculator can help you estimate how much you may need to save for retirement. Learn More My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates. Learn More Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. Learn More A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals. Learn More Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan. 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 Tuning Your Social Security Benefit When should you take your Social Security benefit? Learn More Questions to Consider When Buying a Vacation Home Doing your research is key before buying a vacation home. 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 Social Security: By the Numbers Here are five facts about Social Security that might surprise you. 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 Retirement Plan Detectives A couple become Retirement Plan Detectives, searching records from old employers. 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!