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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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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?
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Volunteering in Retirement

Volunteering in Retirement

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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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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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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RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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Dreaming Up an Active Retirement

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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Retiring the 4% Rule

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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Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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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!