Business Planning

Business continuity planning is as important for your financial future as running the business is today.

Dechtman Wealth Management / January 28, 2017
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Business Owner

Business owners are a special breed with unique financial needs.

Dechtman Wealth Management /
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Investment Policy Statement

Before you build, you need a blueprint. Learn how an Investment Policy Statement can serve as your financial blueprint.

Dechtman Wealth Management /
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Asset Allocation

To reduce risk, most smart investors diversify your assets.

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Robo Advisors

There are website that take your information, run it through their calculators and generate automated financial advice. Robo Advisors don’t know your family, history, or personality.

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Elder Care

If you’re providing care to your parents, you’re not alone. But the challenges of taking care of our aging seniors can be expensive and emotional. Where do you start?

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Trusts

A lot of people think trusts are only for the super-wealthy. Not true. Trust can benefit anyone who want to manage how they leave their money to their family.

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Economic Reality

It’s time to claim your financial independence. This is how you do it.

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Healthcare Planning

Healthcare expenses are the #1 cause for personal bankruptcy in America. This video stresses why it’s important to plan now for the high cost of healthcare in retirement.

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