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 onh 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 Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Bonds may outperform stocks one year only to have stocks rebound the next.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This worksheet can help you estimate the costs of a four-year college program.
A few strategies that may help you prepare for the cost of higher education.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?