Category Archives: Uncategorized

Are you Prepared for Mental Decline?

No one likes to think about mental decline in themselves or their loved ones. But, for many families, this is an incredibly important topic to address. In fact, 5.5 million Americans have Alzheimer’s disease, including 10% of people aged 65 and older. When they pass away, 1 in 3 seniors has Alzheimer’s or other types of dementia. As financial representatives, our goal is to always provide compassionate, proactive service to our clients and their families… Read More »

Have You Reviewed Your Financial Portfolio Recently?

As we all know, market conditions can change rapidly which is why it is important to review the assets in your financial portfolio from time to time. Performing regular checkups to review your financial strategy, asset allocation and holdings can help you meet your future goals. The goal of a financial portfolio checkup is to make sure your investments align with your goals. You may be saving toward your goals and need to strategically put… Read More »

Should you downsize after Retirement? The answer isn’t simple.

It’s a question as old as Retirement itself: Now that the children are gone, should you downsize your home?​ Maybe move to your favorite vacation spot to enjoy the sunshine and natural beauty? Or should you stay put, relaxing in familiar surroundings and a community you know well? Today’s retirees enjoy more freedom than ever to choose where and how they live. Many retirees choose to downsize or move to be closer to family, to… Read More »

Simple Financial Planning Tips for Ramping up your Retirement Savings

No matter where you are in your life, saving for retirement is likely one of your most important financial planning goals. But, even if you have professional guidance and a clear strategy for your desired future, you could still be missing some straightforward ways to maximize your retirement savings. The reality is: Most people do not save enough money for retirement. In fact, the National Institute on Retirement Security estimates that Americans have at least… Read More »

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 »