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Insurance Strategy

Insurance Strategy

<span data-metadata="<!--(figmeta)eyJmaWxlS2V5IjoiSlZyTWZ4UUlKenBvWVE3YnQ4Y1dvUCIsInBhc3RlSUQiOjE4MzA5MzMzMjksImRhdGFUeXBlIjoic2NlbmUifQo=(/figmeta)-->"></span>What Is An Insurance Strategy?<br/>

What Is An Insurance Strategy?

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

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Your DNA Test

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
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Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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Estimate Your RMD

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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Investment Strategies for Retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Questions to Consider When Buying a Vacation Home

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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Working With A Financial Professional

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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Risk Tolerance: What&#8217;s Your Style?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Get To Know Us

Our Reputation

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

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

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!