Blog Navigating Life’s Financial Twists and Turns: A Guide for Women in Wealth Transitions Life is full of wealth transitions, and many of them have a significant impact on…Jordan DechtmanJune 5, 2023
Blog 14 Key Wealth Management Questions for 2023 What are the key wealth management questions that you should be asking in 2023? Managing…Jordan DechtmanJune 5, 2023
Blog Preserving Your Wealth and Values for Future Generations: A Guide to Legacy Planning Few things are as important as financial legacy planning. As individuals accumulate wealth over time,…Jordan DechtmanJune 5, 2023
Blog 5 Types of Retirement Plans for Small Business Owners Retirement plans for small business owners are often overlooked. Small business owners spend most of…Jordan DechtmanApril 15, 2023
Blog A Down-Market Survival Guide for Pre-Retirees Planning for retirement while facing a down market can be particularly challenging and a little…Jordan DechtmanApril 2, 2023
Blog Are Financial Advisor Fees Tax Deductible? Working with a financial planner or a wealth advisor is one way to learn how…Jordan DechtmanMarch 24, 2023
BlogFinancial Advisors How to Create a Plan for Achieving Your Financial Goals Many people struggle with developing concrete plans to reach their financial goals. Whether it's paying…Jordan DechtmanMarch 20, 2023
BlogFinancial Advisors The True Cost of Not Working with a Wealth Management Advisor When it comes to managing your finances, it can be tempting to go it alone.…Jordan DechtmanMarch 15, 2023
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 DechtmanFebruary 24, 2023
BlogIRA What Is a Mega Backdoor Roth IRA? A mega backdoor Roth IRA is a retirement strategy that allows high-income earners to make…Dechtman Wealth ManagementNovember 9, 2022
Blog What to Know Before Taking a Loan from Your 401K Rising costs due to record inflation are stretching many families' budgets to the breaking point.…Jordan DechtmanNovember 7, 2022
BlogRetirement How to Plan for Your Retirement in 2023 When it comes to retirement planning, the saying goes, "the earlier, the better." But what…Dechtman Wealth ManagementOctober 11, 2022
BlogIRA Critical IRA Inheritance Rules for Beneficiaries to Know Settling an estate can be a complex process involving myriad legal, tax, and financial issues,…Dechtman Wealth ManagementOctober 8, 2022
Blog Should I Have an HSA? If you're looking for a way to offset the high cost of healthcare, you may…Dechtman Wealth ManagementAugust 25, 2022
Blog An Interview With Sam Dechtman — Why Do I Need a Financial Advisor? Watch the Full Interview: https://youtu.be/Veys9BsrSss Aaron Marks: Welcome, everybody! My name is Aaron Marks, and…Dechtman Wealth ManagementJuly 28, 2022
Blog Roth 401K vs. Traditional 401K — Which One Is Better? The past few years have brought about trends of early retirement, the rise of gig-work,…Dechtman Wealth ManagementJuly 27, 2022