Welcome to DICKINSON GRAHAM CAPITAL MANAGEMENT
The Power Of Independence
Mission and Philosophy
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Welcome to DICKINSON GRAHAM CAPITAL MANAGEMENT
The Power Of Independence
Mission and Philosophy
|
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much will it cost to pay off a loan over its lifetime?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Knowing your likely life expectancy is an important factor in making long-term financial plans.