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
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
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.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
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
Have you explored all your options when it comes to managing your taxable income?
What is your plan for health care during retirement?
When you retire, how will you treat your next chapter?
There are hundreds of ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.