Monthly Archives: December 2017

Dechtman Wealth Management in the Community 2017

As we look back and reflect on 2017 we wanted to take a moment and thank all of our clients for their trust and confidence in our firm. We value the relationships we build here at Dechtman Wealth Management more and more every year. It is humbling to know that we are surrounded by so many unique, caring and delightful individuals. At Dechtman Wealth Management, we believe we have a commitment to not only serving… Read More »

Define and Reach Your 2018 Financial Goals and Resolutions

The New Year is nearly upon us, bringing a fresh opportunity to consider your financial goals. For 2018, we are taking a different approach to resolutions. Instead of giving you a laundry list of tasks to accomplish, we want to encourage you to make this the year you really own your financial life. Imagine fast forwarding your life to December 31, 2018, and looking back on the year. What do you think you will have… Read More »

Dechtman Wealth Management’s 2nd Annual Cookie Wars

‘Tis the season for sugar and sweets at Dechtman Wealth Management. Last year we decided to combine everyone’s competitive spirit and sweet tooth into a friendly office competition we call Cookie Wars. Each staff member brings in a homemade cookie to be judged by someone who does not work in the office. This year we were judged by Adam Menefee’s wife Julie! Everyone truly outdid themselves this year and Julie made a fantastic judge; she… Read More »

12 Smart Financial Planning Moves to Consider as Tax Reform Looms

It’s hard to believe, but another year is almost behind us. With January just around the corner, now is a great time to review various financial planning items as you get set to enter 2018. Many of the IRS publications referenced below are for tax year 2016. Changes are not anticipated when 2017 guides are published. Right off the bat, let’s talk about what’s on everyone’s mind–tax reform. 1. Sweeping changes in the tax code… Read More »

What You Need To Know About Tax Reform

PROPOSED TAX REFORM: KEY DETAILS TO KNOW This fall, the Senate and House released proposed legislation that would dramatically alter taxes in the United States.(1) Both bills have to pass through a number of steps before potentially becoming law. In the meantime, many people have questions about how the changes could affect them. Read on to learn more about the following tax details: 1. What similarities the plans share 2. Where strategies differ 3. How… Read More »