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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 Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

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

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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