Investment Portfolios

What is An Investment Portfolio?

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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Articles
Calculators
Presentations
Videos

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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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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8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

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How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

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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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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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My Retirement Savings

See how your current savings rate and contributions may grow into 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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Inflation & Retirement

See how inflation over time could affect the purchasing power of your 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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Estimate Your RMD

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

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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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RE: Retirement

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

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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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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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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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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!