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

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

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Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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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 Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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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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Rightsizing for Retirement

What does your home really cost?

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

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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!