Blog
The Potential for Tax Savings with Qualified Charitable Distributions
With end of year approaching, it may be time to evaluate your charitable giving strategies to make the most of your contributions for 2023.
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Conquering Financial Fears in October
We are addressing the most common financial fears you and your family might have. From wills and trusts to estate planning and long-term care, we'll shed light on these topics and show you how our team can help.
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Safeguarding Your Future: The Role of Risk Management in Your Financial Plan
This month at DBHW Wealth Partners, we are emphasizing the importance of insurance as a crucial part of your financial plan. Insurance plays a vital role, serving as a tool for investment diversification, predictability, tax advantages...
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Retirement Planning Through Different Seasons of Life
Our August ‘firm focus’ is centered around bringing awareness about the importance of retirement planning. We believe it’s never too early to start planning for retirement and seeking the advice of a financial advisor...
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DBHW Wealth Partner’s Achievements Recognized by Avantax at Prestigious Event in London, England
Representatives from DBHW Wealth Partners were recognized among the most successful affiliates of Avantax®, a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit...
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Defining Success as Female Leaders of DBHW Wealth Partners
Recently, DBHW Wealth Partners was recognized among the most successful affiliates of Avantax®, a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit 2023 in London, England.
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3 Retirement Strategies to Put Women Ahead of the Curve
Preparing for retirement can look a little different for women than for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and benefits due...
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Three Locations. One Firm. A New Beginning
We are live! As you’ve all heard over the past year, three passionate leaders and their offices have been working on merging offices. It is with immense excitement and pleasure that we officially announce our live merger and...
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Strategic Firm Additions: Enhanced Tax & Accounting Services
At DB Tax & Wealth, we are grateful for the trust and confidence clients place in our team, and it’s because we want to continue serving you in the most impactful way possible that we are making some strategic additions to our...
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The Highs & Lows of a Volatile Market: How to Stay the Course
Stock market volatility can try the nerves of even the most seasoned investor. When markets decline, it's natural for you as an investor to want to preserve your assets. At DB Tax & Wealth, we have a depth of knowledge in navigating...
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Your 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
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