DCM University
Over the years, we’ve collected a lot of financial planning and educational resources to help our clients help themselves.
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Articles
03.16.23
03.16.23
What is a Qualified Charitable Distribution?
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Financial Planning
02.09.23
02.09.23
Navigating 2023: Financial Planning Reminders
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Financial Planning
01.31.23
01.31.23
SECURE Act 2.0 – What You Need to Know
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Estate & Legacy Planning
05.11.21
05.11.21
5 Avoidable Mistakes in the Will You Write
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Investment Management
03.02.21
03.02.21
Fiduciary | Does Your Advisor Put Your Interests First?
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Financial Planning
10.08.20
10.08.20
Medicare Open Enrollment 2020
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Financial Planning
02.25.20
02.25.20
Is It Time to Refinance?
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Financial Planning
02.11.20
02.11.20
The SECURE Act – What You Need to Know
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Financial Planning
12.16.19
12.16.19
5 Reasons To Save
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Investment Management
10.24.19
10.24.19
What is Tax Loss Harvesting?
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Financial Planning
10.10.19
10.10.19
DCM Client Portal Tour
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Financial Planning
09.10.19
09.10.19
How Americans Spend & Save
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Retirement Planning
04.24.19
04.24.19
What Determines Your IRA’s RMD Amount
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Tax Planning
04.24.19
04.24.19
How Bunching Expenses Can Enable Taxpayers to Continue to Itemize
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Tax Planning
04.24.19
04.24.19
The Basics of Tax Basis
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Retirement Planning
04.24.19
04.24.19
How Delaying Retirement Can Affect Longevity And Health
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Investment Management
04.24.19
04.24.19
Your Rollover Options
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Retirement Planning
04.24.19
04.24.19
A Look At Tax Planning For Retirement
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Investment Management
04.24.19
04.24.19
3 Gurus’ Timeless Wisdom
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Investment Management
04.24.19
04.24.19
Understanding the Dow
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Investment Management
04.24.19
04.24.19
Investment Decision Making in a Volatile Market
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Estate & Legacy Planning
04.24.19
04.24.19
Acquaint Grown Children With Your Financial Affairs
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Estate & Legacy Planning
04.24.19
04.24.19
12 Estate Planning Must-Dos
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Estate & Legacy Planning
04.24.19
04.24.19
The Power of a Trust
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Financial Planning
04.24.19
04.24.19
The Cost of Raising A Child
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Financial Planning
04.24.19
04.24.19
Where Does Your Money Go – Budgeting
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Financial Planning
04.24.19
04.24.19
Getting Your Financial House In Order
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Estate & Legacy Planning
04.24.19
04.24.19