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.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Even low inflation rates over an extended period of time can impact your finances in retirement.
To choose a plan, it’s important to ask yourself four key questions.
Calculating your potential Social Security benefit is a three-step process.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Knowing your options when a CD matures can help you make a sound investment decision.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Even low inflation rates can pose a threat to investment returns.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Recent changes in estate tax laws could affect the strategy you have in place.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.