Welcome to DC & Associates, Inc.
Private Wealth Management
DC & Associates provides comprehensive lifestyle and values based financial planning services.
Our goal is to create a lifestyle sustaining financial plan for every client. Our personalized implementation process seeks to help increase the success of these plans.
We urge you to tour our site to learn more about our company, services we provide and articles of interest to you. Working with a trusted advisor is one of the most important decisions you can make in your financial future.
Inquires about our services are welcome and you can read more about DC & Associates, Inc. Advanced Financial Services by following the links above under About Us.
The LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide economic and market guidance as well as investment recommendations to help us navigate the second half of 2019.
View the complete publication.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
In the face of divorce, making changes to insurance coverage may be overlooked.
It may help your business be better prepared in the event of the death of a principal or key employee.
Couples may be able to head off many of the problems in a marriage that money can cause.
Knowing the rules may help you decide when to start benefits.
Here's a breakdown of how the federal government spends your tax money.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here’s a quick guide to checking to see if you have unclaimed money.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
You’ve made investments your whole life. Work with us to help make the most of them.
Around the country, attitudes about retirement are shifting.