DLP Financial Partners

Key decisions loom for people aged 73 and over who must take required minimum distributions (RMDs) from retirement accounts. Learn more here:

Taking RMDs Can Be Tricky. Here’s the Right Way. Extreme stock market volatility lately raises questions about when to take RMDs. Is it better to spread them out during the tax year or wait until year-end? Here's more info.

Ready to learn about how a 529 can benefit you and your child? Read more:

How a 529 Plan Can Benefit You: Education Funding for Your Child A 529 Plan, also known as a "qualified tuition plan," is an investment vehicle that offers numerous benefits to parents seeking to save for their children's future education. 529s are versatile and provide significant advantages that may help ease the financial burden of funding a child's college ed...

Happy Mother's Day from DLP Financial Partners! Celebrating all the amazing moms who fill our lives with love, wisdom, and endless support. You are truly appreciated today and every day! 💖

Staggering a retirement date from a spouse may benefit some couples Learn more here:

Retirement: The Best Timing Strategies for Couples Staggering a retirement date from a spouse may benefit some couples. Here's how it works.