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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
03.25.25

Smart Uses for Your Tax Refund

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Estate & Legacy Planning
02.18.25

Financial Checklist When Losing a Loved One

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Retirement Planning
02.12.25

When Should You Start Claiming Social Security

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Investment Management
02.03.25

Could the Rising Dividend Cornerstone™ Strategy Benefit Your Family or Friends?

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Financial Planning
12.04.24

2024 Year-End Checklist

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Cybersecurity
11.20.24

How to Protect Yourself Against Fraud

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Financial Planning
11.01.24

Insurance for Every Phase of Life

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Market & Economy
10.25.24

A Guide to Why Interest Rates Matter

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Charitable Giving
10.10.24

What is a Donor-Advised Fund?

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Charitable Giving
10.02.24

What is a Charitable Remainder Trust?

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Charitable Giving
09.18.24

What is a Charitable Lead Trust?

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Charitable Giving
09.09.24

Enhance Your Charitable Giving Strategies

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Retirement Planning
09.05.24

The Backdoor Roth IRA Strategy for High-Income Earners

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Tax Planning
06.24.24

Sharing Your Tax Return with Your Advisor

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Market & Economy
06.17.24

Beyond the Basket: Thoughts About Inflation Measures

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Tax Planning
06.11.24

Gift Bunching: How To Maximize Your Charitable Impact

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Retirement Planning
06.07.24

The SWR Conundrum: Spending in Retirement

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Charitable Giving
02.20.24

Best Charitable Giving Strategies to Boost Your Tax Savings

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Estate & Legacy Planning
02.14.24

Basics of Estate Planning

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Investment Management
02.13.24

Our View of ESG

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Education Planning
02.13.24

Saving for School

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Tax Planning
02.06.24

How Roth Conversions May Save You Money on Taxes

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Investment Management
01.17.24

The Risk of Playing It Safe

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Financial Planning
12.27.23

Is Your Variable Annuity Right For You?

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Market & Economy
12.27.23

Dissecting the World Economy

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Articles
12.27.23

Value of the Investment Policy Committee

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Retirement Planning
12.27.23

Roth 401(k) – Is It Right For You?

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Investment Management
12.27.23

The World of Equities

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Estate & Legacy Planning
12.27.23

Estate Planning: A Call to Action

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Education Planning
12.26.23

Tips for Creating Your Own Scholarship Program

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Investment Management
12.26.23

Healthy Things Grow: Determining a Company’s Fair Value

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Market & Economy
12.26.23

The Fed 101

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Estate & Legacy Planning
12.22.23

How to Prepare for Long-Term Care

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Tax Planning
03.16.23

What is a Qualified Charitable Distribution?

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Financial Planning
01.31.23

SECURE Act 2.0 – What You Need to Know

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Estate & Legacy Planning
05.11.21

5 Avoidable Mistakes in the Will You Write

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Investment Management
03.02.21

Fiduciary | Does Your Advisor Put Your Interests First?

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Financial Planning
02.11.20

The SECURE Act – What You Need to Know

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