Tax Strategy

What is Tax Strategy?

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

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Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

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Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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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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8 Financial Milestone Birthdays

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

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My Retirement Savings

See how your current savings rate and contributions may grow into 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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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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Estimate Your RMD

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

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Rightsizing for Retirement

What does your home really cost?

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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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18 Years Worth of Days

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

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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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The Power of Tax-Deferred Growth

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

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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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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!