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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Helpful Content
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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?
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.