It's all about your Dreams
When it comes to planning your future, asking the right questions is the first step in engineering a plan that will help move you toward fulfillment of your dreams. That is why we enjoy working with clients who value long term relationships built on EXPERIENCE, INTEGRITY AND TRUST. We are honored that our clients give us the opportunity to serve them.
Dare to share your dreams!!
Steven M. Daniel*, CLU
Chartered Financial Consultant
*Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser. Daniel Financial Services, Inc. and Woodbury Financial Services, Inc. are not affiliated entities.
Newsletters
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Accumulation
Estimate the future value of your current savings.