Financial Services & Wealth Management News

Investing

June 11, 2019

5 Financial Podcasts To Listen To

Many people seek financial advice online and podcasts have become a popular way to learn from key financial figures and entrepreneurs.  Whether you’re relaxing at home, […]
June 5, 2019

Millennials Know It All. But, Are They Saving for Retirement?

Millennials Know It All. But, Are They Saving for Retirement? Jamie Hayes, CPFA, C(k)P®, AIF®, Senior Plan Advisor Millennials – they’ve infiltrated the workplace and bring […]
May 21, 2019
10 Finance Books to Add to Your Summer Reading List

10 Finance Books to Add to Your Summer Reading List

While you’re packing your bag for the beach, don’t forget to throw in some sunscreen, your favorite pair of sunglasses, and a great book to enjoy […]
May 13, 2019
May Employee of the Month

May Employee of the Month: Nancy Conners

Please join us in congratulating Nancy Conners for being selected as May’s Employee of the Month.  Nancy has been with DFG for eight years.  Nancy started […]
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 […]
April 16, 2019
Budgeting for Major Life Events

Budgeting for Major Life Events

Life is full of twists and turns. From milestones to major life choices, the price tag of change can shake up your budgeting strategy more than […]