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
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
It sounds simple, but paying yourself first can really pay off.
What does the Tax Reform and Jobs Act mean for you?
Military families face unique challenges, making personal finance even more critical.
Important items to consider when purchasing condo insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a crash course on saving for college.
There are a few things to consider when buying or leasing your next vehicle.
A special needs trust helps care for a special needs child when you’re gone.
What if instead of buying that vacation home, you invested the money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.