DCS Wealth

Jay B. Barclay, CFP®, Financial Advisor

 

 

 

DCS Wealth uses a "goal-focused" financial process to help our clients 1) get organized, 2) know what they have and why they have it, and 3) develop a clear strategy to guide them moving forward.
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Newsletters

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

More Newsletters →