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Client Bill of Rights. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Jeremy Dodd, CFP.

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Client Bill of Rights. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Jeremy Dodd, CFP.

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Home | DMI Wealth Management & Insurance Solutions | icasweetwater.com Reviews

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Client Bill of Rights. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Jeremy Dodd, CFP.

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Glossary | DMI Wealth Management & Insurance Solutions

http://www.icasweetwater.com/tools/glossary

Client Bill of Rights. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial inte...

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Tax | DMI Wealth Management & Insurance Solutions

http://www.icasweetwater.com/resource-center/tax

Client Bill of Rights. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? The Facts About Income Tax. What Do Your Taxes Pay For? Assess how...

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Should You Ever Retire? | DMI Wealth Management & Insurance Solutions

http://www.icasweetwater.com/resource-center/retirement/should-you-ever-retire

Client Bill of Rights. Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Social Security: The $64,000 Question. One of the most common questions people ask about Social Security is when they should start taking benefits. Investment Strategies for Retirement. Representatives of a BD...

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Our Services

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Client Bill of Rights. We offer a comprehensive suite of wealth management, investment management, and insurance planning services. All of our services are completely personalized to suit your unique financial needs, current situation, values, and future goals. Pension and Profit Sharing. Check the background of your financial professional on FINRA's BrokerCheck. Securities, advisory services and insurance products are offered through Investment Centers of America, Inc. (ICA), member FINRA. Representativ...

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Client Bill of Rights

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Client Bill of Rights. Client Bill of Rights. As a client of DMI : Wealth Management : Insurance : Solutions, you have the right to: . Ongoing monitoring and regular in-person reviews of your financial plans, accounts, investments, insurance policies, and applicable legal and tax documents. . Have your calls and emails returned within one business day (or sooner if the matter is time sensitive). Have complicated financial concepts explained in simple English. Have your privacy carefully guarded, and to n...

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Home | DMI Wealth Management & Insurance Solutions

Client Bill of Rights. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. The Real Cost of a Vacation Home. What if instead of buying that home, you invested that money? Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Jeremy Dodd, CFP.

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