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When Do You Need a Will? Rightsizing for Retirement To Buy or Not to Buy
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Understanding Today’s Financial Environment

With over 40 years of experience, we are trained to assist our clients with long-term and short term investment strategies to meet all of life's challenging circumstances. We employ a combination of innovative and traditional tools, to address the individual needs of each client.

 

OUR BUSINESS AFFILIATES



First Financial Equity Corporation (FFEC) is a privately owned, full service brokerage firm which Dilday and Associates operates under. All securities and investment advisory services are offered through FFEC. Member FINRA/SIPC.

Hilltop Securities Inc. (formerly Southwest Securities) is the clearing and custodial institution for client accounts containing mutual funds, CDs or securities.

PGR Solutions (PGR) is the administrator of the investment model that Dilday and Associates offers to clients who are interested in the passive management of assets.  As the servicing platform, PGR is just one part of a three-part management system, while Dilday and Associates is the investment advisor and TD Ameritrade (TDA) is the custodian for the PGR accounts.

TD Ameritrade, as stated above, is the custodian for funds invested through the PGR program.  TDA uses funds developed and maintained by Dimensional Fund Advisors (DFA), also known for the science of investing.

Dilday and Associates recently welcomed Bank of the Internet Advisor (BofI) as a new on-line banking option for clients.  Bank of the Internet's interest rates for their checking and money market accounts often out-compete other banks, providing clients with another tool for portfolio diversification and money management.




 

Helpful Content

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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