BlogBudgetingCreditEstate Planningfamily financefinancial planningRetirementSavings The Pros and Cons of Paying Off a Mortgage Bob Rall You may have saved enough to pay off your mortgage but should you?…Dechtman Wealth ManagementApril 12, 2024
BlogUncategorized High Earner Tax Reduction Strategies After estate tax, federal income tax represents the most progressive part of the U.S. tax…Dechtman Wealth ManagementApril 12, 2024
BlogFinancial Accounts Tax-Loss Harvesting Amid Potential Tax Changes Tax-loss harvesting is a strategy you may be considering. But do you understand its rules,…Jordan DechtmanApril 12, 2024
BlogRetirement Income Starting Your Retirement Income Planning at Age 60 If you are on the glide path to retirement with your target date in sight,…Dechtman Wealth ManagementApril 12, 2024
BlogRetirement The Magic Number You Need for Retirement Imagine sitting at your desk, nearing retirement, and feeling the weight of uncertainty settling in.…Sam DechtmanApril 10, 2024
Blog Roth 401K vs. Traditional 401K: Which One Is Better? The past several years has brought about trends of early retirement, the rise of gig-work,…Sam DechtmanMarch 21, 2024
BlogUncategorized High Net Worth Financial Planning: What it Is and Tips to Do It Right Financial planning can seem daunting, especially if you’re a high-net-worth individual (HNWI). When you have…Sam DechtmanMarch 13, 2024
Bloginflationinvesting How Does Inflation Affect Your Investments? Summary: Inflation significantly influences investment strategies, impacting both asset values and returns. Key points from…Sam DechtmanMarch 12, 2024
Blog How Is Retirement Planning for Women Different Than It Is for Men? Retirement planning is important for everyone. It’s also different for everyone. No two people are…Sam DechtmanMarch 7, 2024
Blog Wealth Manager vs. Financial Advisor vs. Investment Manager: What’s the Difference? Financial planning can be confusing for many reasons. Terms like diversification, trusts, and risk management…Sam DechtmanMarch 2, 2024
BlogRIA What is a Registered Investment Advisor? A Registered Investment Advisor (RIA) is a firm engaged in the investment advisory business that…Jordan DechtmanMarch 1, 2024
BlogRetirement Mandatory and Discretionary Retirement Income and Spending: Planning, Saving & More Many people have dreams of traveling, giving back, and spoiling grandchildren as they look forward…Sam DechtmanFebruary 29, 2024
BlogPrivate BankingWealth Management Private Banking Vs. Wealth Management Do you know the difference between private banking and wealth management? Many people don't understand…Sam DechtmanFebruary 14, 2024
Blog What to Do With a $500K Inheritance: How to Invest It Well Being on the receiving end of a financial windfall should be a blessing. However,, for…Jordan DechtmanFebruary 1, 2024
Blog How Much Is My Pension Worth? If you're fortunate enough to be participating in a pension plan, your plan may be…Jordan DechtmanJanuary 25, 2024
Blog How Interest Rates Affect the Economy It’s interesting to note that an entire generation has come of age during a time…Jordan DechtmanJanuary 11, 2024