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5 Tips to Minimize Chances of Being Audited by the IRS

An IRS audit is an in-depth examination of your financial information to ensure that the information you provided to the

Jordan Dechtman / July 29, 2021
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Beginners Guide to Investing

It’s widely accepted that investing is the key to real financial security. But, for many people, the idea of investing

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Discretionary Spending and Its Effect on Your Retirement Plan

Many people have dreams of traveling, giving back, and spoiling grandchildren as they look forward to retirement. Whatever your retirement

Jordan Dechtman / June 30, 2021
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When Should You Start Planning for Retirement?

The short answer to the question, “When should you start planning for retirement?” is now, regardless of your age. The

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What to Do with Excess Cash: Pay, Invest, or Save?

Having extra funds is a great problem to have. However, deciding what you should do with that excess cash can

Jordan Dechtman / May 26, 2021
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Impact of Inflation on Your Investments

Although investors and analysts continue to focus on the relentless climb of the stock market and proffering their two cents

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Will Your Heirs Have to Pay an Inheritance Tax?

Generally, when planning your estate in 2021, you don’t have to worry about federal “death taxes’ unless it’s valued at

Jordan Dechtman / May 3, 2021
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What Is a Trustee? An Overview of the Role and Function of Trustees

Trustee definition: A person or entity that holds and administers assets for the benefit of a third party.  You may

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What Does an Investment Management Firm Do?

What Does an Investment Management Firm Do?

Investment management firms create customized strategies in line with clients’ financial goals. Learn more in this blog from Dechtman Wealth Management.

Jordan Dechtman / April 1, 2021
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