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
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Videos

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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New Retirement Contribution Limits for 2026

A look at the new retirement contribution limits from the IRS.

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Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.

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Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

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5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through 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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Simple 401k

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

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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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Inflation & Retirement

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

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Estimate Your RMD

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

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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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Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.

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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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Timing Your Retirement

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

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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!