Retirement Planning

What Is Retirement Planning?

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Perception vs. Reality

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

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9 Facts About Social Security

There are things about Social Security that might surprise you.

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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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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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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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Retirement Seen Through Your Eyes

What's your vision of 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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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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Dreaming Up an Active Retirement

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

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

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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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RE: Retirement

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

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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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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!