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

8 Financial Milestone Birthdays

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

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Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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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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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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Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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My Retirement Savings

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

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your 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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Assess Your Life Insurance Needs

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

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Estimate Your RMD

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

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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Dreaming Up an Active Retirement

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

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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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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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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!