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
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Bonds may outperform stocks one year only to have stocks rebound the next.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.