DFG Blog
Sharing Our Expertise About The Topics That May Impact You
Select a Category
Choosing the right financial advisor can feel overwhelming. The industry is filled with jargon and various credentials. It can be challenging to understand financial professionals’ actual areas of expertise, and having references doesn’t guarantee they’ll be the best match for you. To help you in your decision-making process, here are some questions to consider when […]
This webinar will address key topics relevant to both beneficiaries and those planning their estates, including: Identifying taxable versus non-taxable assets Considerations for different types of accounts, such as IRA, Roth, brokerage, and banking Handling inherited real estate Essential documents to prepare and locate Guidelines for dividing assets among multiple beneficiaries Transferring assets during life
Do you understand the differences between trusts, wills, powers of attorney and advanced directives? What functions do they serve and which ones do you need for your situation? Is your current estate plan set up properly? Join Ryan and attorney Phillip Reed to learn about these topics and have your questions answered.
How much tax are you paying? How efficient are your short- and long-term capital gains? Do you need to plan for a Medicare surcharge during retirement? Let us know if you’d like help deciphering your tax return. *Ryan is not a tax professional, and all information or ideas presented is for educational purposes only and […]
How do income taxes work? What is ordinary income vs capital income? How much do you actually pay in taxes and how can you reduce that amount by maximizing your deductions? Join Ryan to learn timely tax planning tips for 2024. *Ryan is not a tax professional, and all information or ideas presented is for […]
Learn valuable year-end tax strategies & tips for W-2 employees and small business owners with CPA Mike Jesowshek, CEO of the Small Business Tax Savings Podcast.
Curious what you should be talking to your CPA about before and during tax preparation time? Ryan interviews Jim Valk from UHY in Kalamazoo to help our clients see how we can work together with your other advisors and keep your financial plan on track. Many investment decisions will have taxable consequences so it’s important […]
Watch our video on the market performance for the week of November 28th.
Americans are getting married later than ever, according to the U.S. Census Bureau. While a variety of factors influence this trend, an important one is the widespread belief that education, a job, and some financial stability should precede wedding bells. Likewise, as people marry later, they are increasingly bringing children into the new relationship.
Watch our video on the market performance for the week of August 8th.
Watch our video on the market performance for the week of January 24th.
Investment Advisory Services and Financial Planning Services are offered through Daus Financial Group, L.L.C., a Registered Investment Advisor with the SEC. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
