Investment Portfolios 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. Learn more about Investment Portfolios Ask Us How We Can Help Comprehensive financial management firm that services clients all across our great country! Find Out How What Can a Million Dollars Buy You? $1 million in a diversified portfolio could help finance part of your retirement. Play Video 5 Smart Investing Strategies Getting what you want out of your money may require the right game plan. Start Slideshow Have A Question About This Topic? Name Email Address Phone Question Thank you! Oops! Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference? Learn more Four Really Good Reasons to Invest There are four very good reasons to start investing. Do you know what they are? Learn more Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? Learn more Articles Calculators Presentations Videos IRA Withdrawals that Escape the 10% Tax Penalty The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. Learn More Volunteering in Retirement For many, retirement includes contributing their time and talents to an organization in need. Learn More What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA. Learn More The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are. Learn More Helpful Retirement Strategies for Women Learn how to address the challenges that women face when planning for retirement. Learn More Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. Learn More Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. Learn More Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). Learn More Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan. Learn More A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals. Learn More Saving for Retirement This calculator can help you estimate how much you may need to save for retirement. 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 Retirement Plan Detectives A couple become Retirement Plan Detectives, searching records from old employers. Learn More A Fruitful Retirement: Social Security Benefit Taking your Social Security benefits at the right time may help maximize your benefit. Learn More Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees. 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 The Long Run: Women and Retirement For women, retirement strategy is a long race. It’s helpful to know the route. Learn More A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. 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!