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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
There are common mistakes you can avoid when saving for retirement.
Being healthy not only makes you feel good, it may also help you financially.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Here's a breakdown of how the federal government spends your tax money.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?