Understanding Today's Financial Environment
Welcome, we are DS Financial Strategies, a financial services firm in Yardley, PA. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
In the face of divorce, making changes to insurance coverage may be overlooked.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Do you have an estate strategy? You should.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Women must be ready to spend, on average, more years in retirement than men.
The decision whether to buy or rent a home may have long-term implications.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you have causes that you want to support with donations? Here are three tips.
There are hundreds of ETFs available. Should you invest in them?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.