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
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Read this overview to learn how financial advisors are compensated.
There are things about Social Security that might surprise you.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The uncertainties we face in retirement can erode our sense of confidence.
One of the most common questions people ask about Social Security is when they should start taking benefits.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a crash course on saving for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What is your plan for health care during retirement?
All about how missing the best market days (or the worst!) might affect your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.