Our Retirement Income Planning Process
Many people dream about what they’ll do in retirement: see the world, pursue a favorite hobby, play with the grandkids, or just relax. Whatever you envision, the right financial strategy can help turn your dreams into reality.
Total Vision — Your Paperless Lockbox
Combine all of your money and finance-related accounts into our convenient, easy-access, high security location - The Total Vision Lockbox. In addition to your accounts at Dorion-Gray, you can incorporate information from virtually any other account accessible by a website.
Do You Need Help Planning Your Social Security Income?
A wise strategy for claiming Social Security benefits may result in additional retirement income.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Good Ship IPO
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding how capital gains are taxed may help you refine your investment strategies.
Tax preparation may be the perfect time to give the household budget a check-up.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
With alternative investments, it’s critical to sort through the complexity.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
When do you need a will? The answer is easy: right now.
Have you explored all of your choices when it comes to managing your taxable income?