DCM University

Over the years, we’ve collected a lot of financial planning and educational resources to help our clients help themselves.

For a full view of our content, please log in below; otherwise, enjoy exploring select assets on our approach to all things financial.

Financial Planning 101
10.10.19

DCM Client Portal Tour

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Financial Planning 101
09.10.19

How Americans Spend & Save

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Retirement Planning
04.24.19

What Determines Your IRA’s RMD Amount

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Tax Planning
04.24.19

How Bunching Expenses Can Enable Taxpayers to Continue to Itemize

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Tax Planning
04.24.19

The Basics of Tax Basis

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Retirement Planning
04.24.19

How Delaying Retirement Can Affect Longevity And Health

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Investment Management
04.24.19

Your Rollover Options

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Retirement Planning
04.24.19

A Look At Tax Planning For Retirement

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Investment Management
04.24.19

3 Gurus’ Timeless Wisdom

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Investment Management
04.24.19

Understanding the Dow

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Investment Management
04.24.19

Investment Decision Making in a Volatile Market

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Estate & Legacy Planning
04.24.19

Acquaint Grown Children With Your Financial Affairs

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Estate & Legacy Planning
04.24.19

12 Estate Planning Must-Dos

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Estate & Legacy Planning
04.24.19

The Power of a Trust

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Financial Planning 101
04.24.19

The Cost of Raising A Child

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Financial Planning 101
04.24.19

Where Does Your Money Go – Budgeting

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Financial Planning 101
04.24.19

Getting Your Financial House In Order

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Estate & Legacy Planning
04.24.19

5 Avoidable Mistakes in the Will You Write

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