Blog

Three Locations. One Firm. A New Beginning

Jason Klatt

Friday, January 13, 2023

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...

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...

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...

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...