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DCM University

Over the years, we’ve collected a lot of financial planning and educational resources to help our clients help themselves.

For a full view of our content, please log in below; otherwise, enjoy exploring select assets on our approach to all things financial.

Charitable Giving
02.20.24

Best Charitable Giving Strategies to Boost Your Tax Savings

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Estate & Legacy Planning
02.14.24

Basics of Estate Planning

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Investment Management
02.13.24

Our View of ESG

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Education Planning
02.13.24

Saving for School

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Tax Planning
02.06.24

How Roth Conversions May Save You Money on Taxes

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Investment Management
01.17.24

The Risk of Playing It Safe

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Financial Planning
12.27.23

Is Your Variable Annuity Right For You?

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Market & Economy
12.27.23

Dissecting the World Economy

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Articles
12.27.23

Value of the Investment Policy Committee

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Retirement Planning
12.27.23

Roth 401(k) – Is It Right For You?

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Investment Management
12.27.23

The World of Equities

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Estate & Legacy Planning
12.27.23

Estate Planning: A Call to Action

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Education Planning
12.26.23

Tips for Creating Your Own Scholarship Program

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Investment Management
12.26.23

Healthy Things Grow: Determining a Company’s Fair Value

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Market & Economy
12.26.23

The Fed 101

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Cybersecurity
12.22.23

How to Protect Yourself Against Fraud

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Estate & Legacy Planning
12.22.23

How to Prepare for Long-Term Care

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Tax Planning
03.16.23

What is a Qualified Charitable Distribution?

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Financial Planning
02.09.23

Navigating 2023: Financial Planning Reminders

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Financial Planning
01.31.23

SECURE Act 2.0 – What You Need to Know

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Estate & Legacy Planning
05.11.21

5 Avoidable Mistakes in the Will You Write

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Investment Management
03.02.21

Fiduciary | Does Your Advisor Put Your Interests First?

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Financial Planning
10.08.20

Medicare Open Enrollment 2020

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Financial Planning
02.25.20

Is It Time to Refinance?

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Financial Planning
02.11.20

The SECURE Act – What You Need to Know

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Financial Planning
12.16.19

5 Reasons To Save

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Investment Management
10.24.19

What is Tax Loss Harvesting?

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Financial Planning
10.10.19

DCM Client Portal Tour

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Financial Planning
09.10.19

How Americans Spend & Save

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Retirement Planning
04.24.19

What Determines Your IRA’s RMD Amount

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Tax Planning
04.24.19

How Bunching Expenses Can Enable Taxpayers to Continue to Itemize

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Tax Planning
04.24.19

The Basics of Tax Basis

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Retirement Planning
04.24.19

How Delaying Retirement Can Affect Longevity And Health

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Investment Management
04.24.19

Your Rollover Options

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Retirement Planning
04.24.19

A Look At Tax Planning For Retirement

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Investment Management
04.24.19

3 Gurus’ Timeless Wisdom

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Investment Management
04.24.19

Understanding the Dow

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Investment Management
04.24.19

Investment Decision Making in a Volatile Market

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Estate & Legacy Planning
04.24.19

Acquaint Grown Children With Your Financial Affairs

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Estate & Legacy Planning
04.24.19

12 Estate Planning Must-Dos

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Estate & Legacy Planning
04.24.19

The Power of a Trust

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Financial Planning
04.24.19

The Cost of Raising A Child

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Financial Planning
04.24.19

Where Does Your Money Go – Budgeting

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Financial Planning
04.24.19

Getting Your Financial House In Order

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