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When Do You Need a Will? Rightsizing for Retirement To Buy or Not to Buy

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 member of FINRA/SIPC, and is a Registered Investment Advisor.  Securities and/or Investment Advisory Services are offered through First Financial Equity Corporation. Dilday and Associates is not affiliated with First Financial Equity Corporation.

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

Steadfast Financial Solutions (formerly PGR Solutions) 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, Steadfast 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 Steadfast 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 Axos Bank (formerly Bank of the Internet) as a new on-line banking option for clients.  Axos Bank'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

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Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

 

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

4 Steps to Protecting a Child with Disabilities

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Debt Stress

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Keeping Good Records is Good Business

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Can Group, Private Disability Policies Work Together?

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Insurance Needs Assessment: For Empty Nesters and Retirees

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Paying Off a Credit Card

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

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Investment Strategies for Retirement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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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When Markets React

When markets shift, experienced investors stick to their strategy.

A Bucket Plan to Go with Your Bucket List

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

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.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Infiltrating the Market

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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