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.
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.
2020 Tax Planning (11/2019)
The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest.
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
4 Critical Social Security Facts (6/2018)
A whitepaper on changes to Social Security that were implemented in 2018
Helping Hand Whitepaper (6/2018)
Giving Back with Strategic Philanthropy
Financial Wellness Whitepaper (4/2018)
Unlocking the Treasures to Financial Wellness.
9 Investment Pitfalls (3/2018)
Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. While balancing ongoing changes can seem daunting, a steady course can help buffer you against turbulence and uncertainty.
Planning a More Secure Future for your Child with Special Needs (09/2017)
Everything is set. You met and married the love of your life. You both have great jobs, and your finances are in order. You may even have purchased a home together, or maybe you and your spouse have been together for a few years and have just settled into your forever home. Everything is falling into place just as you dreamed, so you cannot be happier to find out you are expecting a child. It might be your first child, or it might be your third. You and your spouse just know you cannot wait to meet your bundle of joy.
