January 4, 2019
As we enter 2019, we are saying “Out with the old” and in with the New—Newsletter that is. At the end of January, we are going […]
January 3, 2019
Hey Joel! – Answers from a recovering former practicing ERISA attorney This forum answers plan sponsor questions from all over the country by our in-house former […]
January 3, 2019
“What records should I keep? How long should I keep them? How should I organize my files?” Advisors have been asked these questions time and time […]
January 3, 2019
Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always […]
December 26, 2018
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
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 […]