Financial Strategy

What is Financial Strategy?

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

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Comprehensive financial management firm that services clients all across our great country!

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Saving for College 101

Here’s a crash course on saving for college.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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Articles
Calculators
Presentations
Videos

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

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AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

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Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

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What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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Timing Your Retirement

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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Rightsizing for Retirement

What does your home really cost?

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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!