Financial Services & Wealth Management News

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June 13, 2019

Retirement Bucket Strategy

Retirement Bucket Strategy Running out of money in retirement ranks as one of the top worries of investors. The Bucket strategy uses a three-pronged approach to […]
April 29, 2019
9 Free Financial Apps You Need to Try

9 Free Financial Apps You Need to Try

You live an on-the-go lifestyle, your financial planning should too! These nine free, financial apps can help you set and meet your financial goals and can […]
March 1, 2019

Tying the Knot? Tie up Loose Ends With Wedding Insurance

Wedding season will be here before you know it! Getting married is a big step that you’re no doubt commemorating with a big celebration. And, that […]
December 26, 2018

December Employee of the Month: Amy Glenn

Please join us in congratulating Amy Glenn for being selected as December’s Employee of the Month.  Amy has been with DFG for 3 years as a […]
December 21, 2018
Budget_Binder

Reach Your Goals with the 2019 Budget Binder

As we look towards the New Year, use this fresh start as an opportunity to take control of your financial wellness. A “Budget Binder” is the […]
August 31, 2018
Health-and-wellness

Health Modification Can Increase Retirement Dollars

A top concern for individuals nearing retirement is out-of-pocket healthcare costs. A recent survey revealed that 74 percent (of 1,316 U.S. adults aged 50 or older) […]