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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
It's important to make sure your retirement strategy anticipates health-care expenses.
A quick look at how federal income taxes work.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.
A special needs trust helps care for a special needs child when you’re gone.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.