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.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
It may help your business be better prepared in the event of the death of a principal or key employee.
Understanding how capital gains are taxed may help you refine your investment strategies.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Being healthy not only makes you feel good, it may also help you financially.
An increasing number have been developed to help individuals with their personal finances.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A bucket plan can help you be better prepared for a comfortable retirement.