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
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A few strategies that may help you prepare for the cost of higher education.
It's important to understand how inflation is reported and how it can affect investments.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”