9-investment-pitfalls 9 Investment Pitfalls

The financial markets reached record highs in 2017, reflecting a growing economy. Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate. Experience… Read More

admin / June 28, 2018
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8 Timeless Principles of Investing

This refreshing guide will help educate you on solid investment principles. Each point is broken down into bite-sized pieces with plenty of informative details and infographics. Market movements, business decisions,… Read More

admin / May 2, 2018
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Peace of Mind Checklist

If you’re like most of us, your life has been recorded through a series of important legal documents. When major life events occur, it can be difficult to find critical… Read More

admin / March 30, 2018
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Retirement Readiness Checklist

Retirement can affect your life in many ways. From your work, leisure, and activity to your relationships with family and friends. The various aspects of retirement can have both positive… Read More

Dechtman Wealth /
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Guide to Medicare

With so many different plan choices, the constant stream of mail and TV ads, and even incorrect information, it’s no wonder Medicare seems like a confusing maze. Medicare is the… Read More

Dechtman Wealth /
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Choosing an Advisor

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position… Read More

Dechtman Wealth /
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7 Reasons You Need More Than a Robo Advisor

You may have read about the rise of so-called “robo-advisors,” online investing platforms that use computer-generated algorithms to create strategies and manage your money. These platforms provide simple portfolio management… Read More

Dechtman Wealth /
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44 Social Security Secrets

Social Security’s Handbook has 2,728 separate rules governing its benefits. And it has thousands upon thousands of explanations of those rules in its Program Operating Manual System, called the POMS,… Read More

Dechtman Wealth /
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