Latest DMI Wealth Management & Insurance Solutions News...
Our first priority is helping you take care of yourself and your family. Take a look at the latest Blog post here!
“We Change Your Perspective on Financial Freedom”
We are a comprehensive wealth management firm that specializes in helping individuals, families, and business owners achieve their financial goals and life dreams. We have experience guiding our clients through tough market conditions and important life events, and we are proud to be the trusted advisors to many families in the Sweetwater area.
We are excited by the opportunity to serve you and your family. Please contact us to set up a no-obligation consultation.
Jeremy Dodd, CFP®
CERTIFIED FINANCIAL PLANNER™
John McPherson, CFP®
CERTIFIED FINANCIAL PLANNER™
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Four vacation destinations you might never have thought of.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
What is your plan for health care during retirement?
What are your options for investing in emerging markets?
Around the country, attitudes about retirement are shifting.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It's easy to let investments accumulate like old receipts in a junk drawer.