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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Helpful Content
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Buying a Home
A look at what you need to think about when buying a home.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Rightsizing for Retirement
What does your home really cost?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.