Lifestyle Mapping Lifestyle Mapping What is Lifestyle Mapping? Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.” Learn more about Lifestyle Mapping Ask Us How We Can Help Comprehensive financial management firm that services clients all across our great country! Find Out How The Richest Man in Babylon In good times and bad, consistently saving a percentage of your income is a sound financial practice. Play Video Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest. Start Slideshow Have A Question About This Topic? Name Email Address Phone Question Thank you! Oops! A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow. Learn more Changing UnhealthyBehaviors Five phases to changing unhealthy behaviors. Learn more Consider These 3 Things Before Driving Off the Lot There are a few things to consider when buying or leasing your next vehicle. Learn more Articles Calculators Presentations Videos Social Security: The Elephant in the Room Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed. Learn More 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 for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs. Learn More The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are. Learn More Starting a Roth IRA for a Teen This early financial decision could prove helpful over time. Learn More Split Annuity Strategy Here's one strategy that combines two different annuities to generate income and rebuild principal. Learn More Eight Mistakes That Can Upend Your Retirement There are common mistakes you can avoid when saving for retirement. Learn More Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living. 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 Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. 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 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 Rightsizing for Retirement What does your home really cost? Learn More Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video. Learn More Dreaming Up an Active Retirement When you retire, how will you treat your next chapter? Learn More Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. 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 Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy. Learn More Get To Know Us Our Reputation DEB Financial’s reputation is built on our long-term commitment to the financial management 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 planning, 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!