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Hello and welcome to the DFG Blog!  We hope you will enjoy the weekly posts and find them to be informative, thought provoking and at times interactive.

It is our goal to reach our clients, present and future, on a personal level through our "Blog" and "Newsletters".   We publish the "Newsletter" (found under the "Resources" tab), on a regular basis with up-to-date information.  This is where you will find details regarding the financial world and letters from David addressing current topics.  We are on this journey with you and are here for you to answer any questions.  For your convenience, you can message us directly from this page. 

Make sure to swing by our website from time to time to stay connected and informed.  If you like what you see, share our posts with family, friends and co-workers.  Please use the website as another "tool" you can access for "building" your financial wealth.

 

Thursday, August 11, 2022

"A dividend is the distribution of a company's earnings to its shareholders and is determined by the company's board of directors. Dividends are often distributed quarterly and may be paid out as cash or in the form of reinvestment in...

 

Thursday, August 4, 2022

If we could all have it our way, every time we bought an investment, it would be at the lowest price, and when we finally sell, it would be at the highest price.

 

Sunday, July 31, 2022

How can I avoid making costly mistakes when I inherit an IRA from a person who was not my spouse? Inheriting an IRA can be a financial windfall, but it’s important to understand the complex, specific rules that apply to non-spouse...

 

Thursday, July 28, 2022

Can IRAs be used to benefit a charity? IRAs can be a great source of funds to provide a benefit for a favorite charity but using these funds can create several traps that must be avoided...

 

Thursday, July 21, 2022

When do multiple beneficiaries exist? Multiple beneficiaries exist when an individual names more than one beneficiary for their IRA.

 

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Thursday, July 14, 2022

Who is a spouse beneficiary? A spouse beneficiary must be married to the account owner at the time of the account owner’s death, and he or she must be named on the beneficiary form (or inherit directly through the document default provision

 

Thursday, July 7, 2022

I read this story years ago and wanted to share it.  It is called The Pension Pickle*.

 

Thursday, June 30, 2022

No one likes losing income, but Americans lose Trillions by not claiming their Social Security at the optimal time. 

 

Tuesday, June 28, 2022

When is the ideal time to claim Social Security benefits? Do you have the whole picture?

 

Thursday, June 23, 2022

Is it possible to raise your future Social Security benefits?

 

Friday, June 17, 2022

Who will you be celebrating this Father's Day:  a dad, stepdad, mentor, older brother, grandfather, a single mom?  The list goes on.  Who will you be giving that special tie to this year?

 

Thursday, June 16, 2022

Will working longer increase your eventual Social Security payout?  The answer is, It Depends! 

 

Thursday, June 9, 2022

Keeping your social security number off of the internet is a smart thing to do in a world full of cyber security fraud.  But there is a case in which you will need to use your social security number to create an on-line account.

 

Thursday, June 2, 2022

Most people do not realize that their current/future Social Security benefits are part of financial planning. Having knowledge in this area is critical for formulating a strategy that will guarantee success after retirement. We can help!

 

Friday, May 27, 2022

The invite-only workshop was attended by members of Ed Slott’s Master Elite IRA Advisor GroupSM; it provided in-depth technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques.

 

Friday, May 20, 2022

The “Rule of 55” can be great when utilized correctly. To avoid some of these common mistakes working with a financial professional before you retire is important. Most, if not all, of these mistakes can be avoided with a little education.

 

Friday, May 6, 2022

With so many things going on in the world, I think it is safe to assume that you all have questions.  Today's Newsletter may address some of these questions, so I wanted to give you a sample below and encourage you to go to our...

 

Monday, May 2, 2022

 

Tuesday, April 26, 2022