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
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
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 Does Your Financial Plan Include Sufficient Life Insurance? Life insurance is not a topic many people like to discuss. Nearly half of adults…Dechtman Wealth ManagementAugust 27, 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
Bloginvesting What is ESG Investing and What are My Options? It seems like it's nearly every day that you hear about another company that supports…Dechtman Wealth ManagementJune 29, 2022
BlogRetirementstock market How to Protect My 401(k) from a Stock Market Crash For millions of Americans, their 401(K) is the foundation of their retirement plans. Many are…Dechtman Wealth ManagementJune 29, 2022
asset allocationBlogfinancial planning 7 Ways to Avoid Probate Probate is a court-supervised process for sorting out a person's debts and distributing their assets…Dechtman Wealth ManagementJune 1, 2022
BlogTaxes The Problems with Taxing Unrealized Capital Gains As part of his 2023 budget package introduced in late September of last year, President…Dechtman Wealth ManagementJune 1, 2022
BlogInheritance What to do With a Large Inheritance For many people, receiving a large inheritance can be a life-changing event. Unfortunately, it’s not…Dechtman Wealth ManagementMay 10, 2022
Blogstock market Everything To Know About Incentive Stock Options (ISOs) Employees fortunate enough to receive incentive stock options (ISOs) from their employers have an excellent…Dechtman Wealth ManagementMarch 30, 2022
Blogstock marketUncategorized What Are Unrealized Gains and Losses? Understanding unrealized gains and losses is key to making smart choices when you're staring down…Dechtman Wealth ManagementMarch 7, 2022