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Since 1992, the professionals at DCH Financial Services, Inc. has assisted hundreds of individuals addressing their financial goals. Whether interested in debt reduction, college planning or retirement strategies, we can provide invaluable service and help you with your investment goals..
The professionals at DCH Financial Services, Inc. can help you with budget planning, college savings and college plan assistance, retirement consulting, 401k and 403b rollover assistance, estate planning and life insurance reviews.
Helpful Content
What Do Your Taxes Pay For?
What do your tax dollars pay for? Here's a breakdown of how the federal government money spends the money.
Principles of Preserving Wealth
How federal estate taxes work, and estate management documents and tactics.
The Power of Tax-Deferred Growth
Deferring taxes can be a powerful decision. It’s one reason 401(k) plans, annuities, and IRAs are so popular.
How Income Taxes Work
Adjustments. Deductions. Exemptions. A quick look at how federal income taxes work.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Best Performing Asset Classes
The asset class that has the highest return one year may not perform as well the following year.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Split Annuity Strategy
One strategy combines two different annuities to generate income and rebuild principal. Here’s how it works.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Comparing Investments
Compares the return on a hypothetical taxable investment with tax-deferred and tax-free investments.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets, and subtracting your liabilities.
What Is My Life Expectancy?
Estimates how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Tax Freedom Day
Assess how many days you'll work in 2011 to pay federal tax liability.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Cost of Procrastination
Procrastination can be costly, and when you get a late start, it may be difficult to make up for lost time.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Get the Score on Your Credit
Your credit score is a vital part of your financial health. Understand how it works.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.