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.Contact Us
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Take the long view - 5 tips for staying on track even during volatile times
What's the Secret Behind a Great Golf Game and Personal Finances? What do golf and personal finances have in common? A lot of things, but the key is confidence. And how do you become confident, exactly? Well, it starts with the basics and builds from there, so you can navigate tricky conditions and overcome unexpected hazards, whether on the green or in life.
Tips to avoid checking in luggage on your next vacation.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
Bucket lists don’t have to be for tomorrow.
A bucket plan can help you be better prepared for a comfortable retirement.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.