Financial Services & Wealth Management News

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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) […]
July 17, 2018
Saving in the pocket

Smart Money Habits You Can Start Any Time of Year

If your new year’s resolution was to spend less and save more, but as you look at your checkbook from the past 6 months, you find […]
June 22, 2018

5 Tips for Achieving Financial Security

Fifty-seven percent of workers say saving for retirement is their top financial priority, but financial security goes beyond your retirement goals. Financial security is the peace […]
June 4, 2018

Hey Joel- Am I required to receive ongoing fiduciary training?

Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]