BlogTax PlanningTaxes How To Avoid Paying Taxes On An Inherited Annuity If you are on the receiving end of an inherited annuity, it could turn out…Dechtman Wealth ManagementAugust 30, 2021
Blog 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…Dechtman Wealth ManagementJuly 29, 2021
Bloginvesting Beginners Guide to Investing It's widely accepted that investing is the key to real financial security. But, for many…Dechtman Wealth ManagementJuly 29, 2021
BlogRetirement Discretionary Spending and Its Effect on Your Retirement Plan Many people have dreams of traveling, giving back, and spoiling grandchildren as they look forward…Dechtman Wealth ManagementJune 30, 2021
BlogRetirement When Should You Start Planning for Retirement? The short answer to the question, “When should you start planning for retirement?” is now,…Dechtman Wealth ManagementJune 30, 2021
Blog 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…Dechtman Wealth ManagementMay 26, 2021
Bloginflationinvesting Impact of Inflation on Your Investments Although investors and analysts continue to focus on the relentless climb of the stock market…Dechtman Wealth ManagementMay 26, 2021
BlogTaxesUncategorized 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…Dechtman Wealth ManagementMay 3, 2021
BlogTrustTrust FundUncategorized 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…Dechtman Wealth ManagementMay 3, 2021
BlogInvestment Management What Does an Investment Management Firm Do? Investment management firms create customized strategies in line with clients’ financial goals. Learn more in…Dechtman Wealth ManagementApril 1, 2021
BlogCharitable Contributions The Benefits of Donating to Charity The last few years have shown that the U.S. is truly a country of givers.…Dechtman Wealth ManagementMarch 25, 2021
BlogCollegeCollege Savings 529 vs. ESA – What You Need to Know The costs to go to college have been increasing steadily for the past two decades.…Dechtman Wealth ManagementMarch 25, 2021
BlogRetirement What is a Retirement Trust? Retirement assets take a lifetime to build and, for many of our clients, it represents…Dechtman Wealth ManagementMarch 2, 2021
Blog Wealth Management vs. Investment Management Financial planning can be confusing for many reasons. Terms like diversification, trusts, and risk management…Dechtman Wealth ManagementMarch 2, 2021
BlogTaxes Which States Have an Inheritance Tax? [2021] Inheritance tax is a state-based tax on assets that you inherit from someone else who…Dechtman Wealth ManagementFebruary 23, 2021
Blog What’s the Difference Between a Revocable Trust and an Irrevocable Trust? When it comes to planning your estate, you have access to many tools that can…Dechtman Wealth ManagementFebruary 5, 2021