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  3. September 2015

September 2015

To Our Valued Clients:

Submitted by DSI Wealth Management on September 25th, 2015

Well, we are over half way through the year, and what a year it’s been so far! We’ve seen Greece on the brink of bankruptcy, we’ve seen China finally showing signs of weakness, we’ve seen Puerto Rico default on their debt, and everything else in between.

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Little known Ways To Get More Out Of Your Investments And Cut Your Taxes by up to 50%

Submitted by DSI Wealth Management on September 25th, 2015

In a perfect world, financial goals are set, savings plans are put into place, and money is invested wisely.  However, more and more baby boomers have found that they have been frivolous in spending and have put back little for retirement.  If you find yourself over the age of 50, and far from financially sound, use these financial planning tips because the clock is ticking louder tha

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Got A NEW Job? Here’s What To Do Next To Make Sure You Get ALL Of Your Benefits

Submitted by DSI Wealth Management on September 3rd, 2015

You’re new to your job and still figuring out where the supply room and snack machine are located. You’re also figuring out who’s a reliable source of information and who you should probably avoid. Don’t forget to learn about all the benefits to which you’re entitled – or you could lose out on a lot that can benefit you in your career.

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Recent Blog Posts

  • Kicking Off 2016
  • The NEW Rules for Planning Your Retirement
  • To Our Valued Clients:

Archived Blog

  • March 2016 (2)
  • September 2015 (3)
  • August 2015 (1)
  • July 2015 (1)
  • June 2015 (1)
  • May 2015 (1)
  • March 2015 (1)

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Securities and Investment Advisory Services offered through H. Beck, Inc., Member FINRA and SIPC. H. Beck, Inc and DSI Wealth Management are not affiliated. We currently have representatives registered to offer securities and licensed to sell insurance products in the States of AZ, CA, CO, FL, GA, HI, ID, IL, ME, MT, NE, NH, NJ, NV, NY, OK, PA, TN, TX, VA, and WA. This is not an offer to sell or solicit securities or insurance in any other state of jurisdiction. The financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. California Insurance License Number: 0A68771

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