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
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
A few strategies that may help you prepare for the cost of higher education.
Healthy habits are one of the greatest gifts to give your child.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
For many, retirement includes contributing their time and talents to an organization in need.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How will you weather the ups and downs of the business cycle?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
When should you take your Social Security benefit?
Do you know these three personal finance sayings?
If you died, what would happen to your email archives, social profiles and online accounts?
$1 million in a diversified portfolio could help finance part of your retirement.