White Papers
The DSFG White Papers' goal is to provide investment and financial updates. The White Papers provide commentary on what current events are impacting the financial consumer.
Unlocking the Treasures to Financial Wellness (06/2021)
The nation’s financial and physical wellness are both on an upswing. While finances and health may seem unrelated, the two are often closely intertwined, especially in America’s bustling, free-flowing marketplace. The first stop on our diagnostic journey is a brief physical checkup.
The Great Spending Balance (03/2021)
LOVE YOUR LIFE TODAY WHILE SAVING FOR TOMORROW. Your financial life is a balancing act, strung between living in the present and preparing for the future. Saving for retirement may be a focus, but it could feel like you’re missing out living in the present. There are three key areas, however, where saving big and investing may make a substantial difference in both the present and future alike: your home, your vehicle, and your travel plans.
2021 Tax Planning (12/2020)
UNDERSTAND WHERE YOUR FEDERAL TAX DOLLARS GO. In this guide, we will explore where your tax dollars go and some of the ways tax filing may look different in 2021 as well as what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.
Preparing for a Satisfying Retirement (09/2020)
Many Americans may not understand how to fully take advantage of their employer-sponsored retirement plans. We’ve created this special report to help you make the most of your savings and investment opportunities and help improve your prospects for a comfortable retirement.
5 Ways to Stay Confident in Retirement (06/2020)
While you can't be certain what the future holds, you can strategize for the retirement life you want — and take these five steps to help you get there with confidence.
The SECURE Act: What Does it Mean for You? (04/2020)
The SECURE Act was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes. Now, more than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy going forward. Meanwhile, for an overview of what to expect from this new legislation, read on.
Seven Principles of Long-Term Investing (01/2020)
We hope you find this report educational and informative. You may incorporate the principles in this report into your retirement strategy to help pursue your investment goals.
Estate Strategies (05/2019)
Taking steps to help protect your estate is a key financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. This whitepaper outlines critical elements worth considering when creating your own estate strategies.
Retirement Questions for Educators - Updated (05/2019)
As an educator contemplating the transition from work to retirement, we understand that you may have several questions about when and how you can retire. This report addresses some common questions and offers strategies to help you prepare for a comfortable retirement.
5 Retirement Mistakes Small Business Owners Make - Updated (05/2019)
As a business owner, you face unique challenges and opportunities when building your financial future. This special report provides insights on mistakes to avoid and steps to take for building the retirement you desire— while managing your myriad responsibilities.
Women & Investing Guidebook - Updated (05/2019)
Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. We hope you find useful information that helps you make the most of your financial well-being today and every day.
The importance of age 59.5 (8/2018)
A whitepaper on why 59.5 years old is an important age
