Insights | Dechtman Wealth Management

Insights

Blog

Videos

Free Guides

Financial Planning Tools

Financial Calculators

Retirement Planning Analysis

Blogs

Filter

All 401k test 529 Plan 702j Retirement Plan About Us Annuities asset allocation Baby Boomers BBQ Blog Bonds Budgeting Bull Market Business Owners caregiver Charitable Contributions College College Savings Credit Credit Cards Current Events Divorce Dreams Dual residency elderly planning Estate Planning ETF Euro family finance Financial Accounts Financial Advisors financial planning Global Investing Government Employee health and wellness health savings account HSA identity theft Index Funds inflation Inheritance Interest Rate Hike Interest Rates International Investing Internet Security investing Investment Funds Investment Management IRA Job Market life insurance Lifestyle march madness marriage medicaid medical costs medicare Medigap Midterm Elections Military Retirement Money Management mortgage Mutual Funds natural disaster New Year Resolution Online Scams pensions Private Banking Real Estate renting Retirement Retirement Income RIA Savings Shopping for Deals snow bird Social Security Spring Cleaning stock market Summer Tax Planning Tax Reform Taxes the economy Trade War Trust Trust Fund Uncategorized Volatility VOLUNTEER Wealth Management Will Winter Women's Issues Working Longer

a conceptual image of a wealth manager at work

a conceptual image of a wealth manager at work

14 Key Wealth Management Questions for 2023

June 5, 2023

a family meets with a financial advisor to discuss legacy planning

a family meets with a financial advisor to discuss legacy planning

Preserving Your Wealth and Values for Future Generations: A Guide to Legacy Planning

June 5, 2023

a small business owner looks at her retirement plan

a small business owner looks at her retirement plan

5 Types of Retirement Plans for Small Business Owners

April 15, 2023

a conceptual photo of a couple saving money for retirement

A Down-Market Survival Guide for Pre-Retirees

April 2, 2023

Videos

How to Get the Most Out of Your Social Security Benefits

May 1, 2023

Social Security Maximization

Social Security Maximization

2023 Economic & Investment Outlook

March 15, 2023

2022 Year End Planning Video Screenshot

2022 Year End Planning Video Screenshot

2022 Year End Planning Opportunities

November 18, 2022

Do I Need a Financial Advisor?

Do I Need a Financial Advisor?

October 27, 2022

Free Guides

Should You Invest in Annuities – 8 Questions to Help You Decide

August 2, 2021

A Guide to Having Enough Money in Retirement

June 30, 2021

Plan Your Retirement Income in 5 Steps

February 23, 2021

Strategies for Coronavirus Market Uncertainty

March 16, 2020

Financial Planning Tools

risk 49 with person

risk 49 with person

Stress Test Your Portfolio

March 29, 2018

chart with other tools

chart with other tools

Create an Investment Plan

March 29, 2018

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling and Dechtman Wealth Management, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.