M0 is the total of all physical currency worldwide. What’s it look like?
DFGCONSULTANTS.LLC
How Big is Money?
You’re the conductor of your 401k, IRA and taxable savings.
DFGCONSULTANTS.LLC
Orchestrating Your Retirement Accounts
Over age 50? You may be able to catch-up on retirement.
DFGCONSULTANTS.LLC
Catch-Up Contributions
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
DFGCONSULTANTS.LLC
Inflation and Your Portfolio
Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback. #SocialSecurity
DFGCONSULTANTS.LLC
Important Birthdays Over 50
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
DFGCONSULTANTS.LLC
Monthly Market Insights | January 2021
Have a strategy for discussing healthcare with your parents. #AgingParents
DFGCONSULTANTS.LLC
Caring for Aging Parents
Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
DFGCONSULTANTS.LLC
The Junk Drawer Approach to Investing
Ever wonder about those free credit scores you get once a year? #creditscore #credit
DFGCONSULTANTS.LLC
The Lowdown on Those Free Credit Scores
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
DFGCONSULTANTS.LLC
When Special Care Is Needed: The Special Needs Trust
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
DFGCONSULTANTS.LLC
What Do Your Taxes Pay For?
Currency has been around for a long time. Here’s a quick #history lesson.
DFGCONSULTANTS.LLC
The History of Currency
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
DFGCONSULTANTS.LLC
Estate Management Checklist
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
DFGCONSULTANTS.LLC
Choosing a Business Structure
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
DFGCONSULTANTS.LLC
Monthly Market Insights | February 2021
Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:
DFGCONSULTANTS.LLC
Qualifying For Medicare Under Age 65
Test your estate strategy knowledge with this short quiz.
DFGCONSULTANTS.LLC
Test Your Estate Strategy Knowledge
