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Tax Smart Retirement Planning Tax Efficient Wealth Management Designed For You Simplifying the Complex

Understanding Today’s Financial Environment

Welcome, we are DL Financial Services, LLC, a financial organization in Madison, WI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Financial Planning. We are experienced professionals ready to help with your financial needs

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Tax Planning. Developing tax strategies to minimize and control taxes

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Estate Planning. Legacy Planning for family and charities

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Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Building Your Legacy

A four-step framework for building a personal legacy.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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