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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Should You Invest in Exchange Traded Funds?
There are nearly 1,200 ETFs available. Should you invest in them?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
Even low inflation rates over an extended period of time can impact your finances in retirement.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Understanding how capital gains are taxed may help you refine your investment strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Knowing the rules may help you decide when to start benefits.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
Learning more about gold, and its history, may help you answer that question.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.