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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.




 

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Will Power

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Extended Care: A Patchwork of Possibilities

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Estate Management 101

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

 

Year-End Charitable Gifting and You

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Keeping Good Records is Good Business

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Taxable vs. Tax-Deferred Savings

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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This calculator can help you estimate how much you should be saving for college.

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Determine your potential long-term care needs and how long your current assets might last.

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Estimate how much you have the potential to earn during your working years.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Principles of Preserving Wealth

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

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

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

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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

5 Smart Investing Principles

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

A Bucket Plan to Go with Your Bucket List

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

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