Insurance Strategy Insurance Strategy 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. Learn more about Insurance Strategy Ask Us How We Can Help Comprehensive financial management firm that services clients all across our great country! Find Out How 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. Play Video Protecting Those Who Matter Most The importance of life insurance, how it works, and how much coverage you need. Start Slideshow Have A Question About This Topic? Name Email Address Phone Question Thank you! Oops! Dog Bites and Homeowners Insurance Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs. Learn more Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. Here's how it works. Learn more Extended Care: A Patchwork of Possibilities What is your plan for health care during retirement? Learn more Articles Calculators Presentations Videos Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Learn More Retirement Is a Beginning Key questions to answer when you are considering retirement. Learn More Starting a Roth IRA for a Teen This early financial decision could prove helpful over time. Learn More 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? Learn More Tax Efficiency in Retirement What role would taxes play in your investment decisions? Learn More Volunteering in Retirement For many, retirement includes contributing their time and talents to an organization in need. Learn More A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals. Learn More Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living. Learn More Saving for Retirement This calculator can help you estimate how much you may need to save for retirement. Learn More Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan. Learn More Potential Income from an IRA Estimate your monthly and annual income from various IRA types. Learn More My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates. Learn More Investment Strategies for Retirement Investment tools and strategies that can enable you to pursue your retirement goals. Learn More An Inside Look at Retirement Living A number of questions and concerns need to be addressed to help you better prepare for retirement living. Learn More RE: Retirement How does your ideal retirement differ from reality, and what can we do to better align the two? Learn More Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Learn More Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Learn More Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. Learn More 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. Learn More Retirement Accounts When You Change Your Job This video discusses issues related to your retirement accounts when you move on from your job. 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!