Planning Today
Preserving Tomorrow
News & Updates

Recent News

The Importance of a Mid-Year Financial Checkup

A. Guzzetti - Wednesday, July 18, 2012
As we are halfway through 2012, the financial advisors at DLG Wealth Management firm in Saratoga, NY stress the importance of having a mid-year financial check-up. The video below explains the steps to take.

Make sure you are taking care of your retirement accounts, especially for those who are 40 years or younger. Retirement and Pension Plans as we now know are going to be a thing of the past. So it’s important to make sure you are paying close attention to your retirement accounts. Make sure to check-up on them and speak with your financial advisor regarding your accounts. Doing this will keep you educated and current on your retirement plan.

For more information on retirement planning, portfolio management or for other financial advice, speak with an investment advisor at DLG Wealth Management today, located in Albany, Saratoga or Utica NY.


Recent Posts


Tags


Archive

  RSS
News & Events

 

 

» MORE

Profile Management

Financial Advisors Albany

DLG Wealth Management provides an exclusive range of solutions engineered to meet your individual needs.
 

» MORE

Retirement Planning

Private Wealth Management Firms in Saratoga NY

Retirement Accounts are savings plans that allow investors to increase the size of their savings for retirement while taking advantage of special tax benefits.

» MORE

Insurance & Annunities

private wealth management

We have established relationships with a variety of Insurance and Annuity companies which allows us to find the products that meet our clients’ needs.

» MORE

/Planning Today Preserving Tomorrow

Home  |  About us  |  Our Services  |  Retirement Planning  |  News / Updates  |  Resources
My Account  |  Contact us  |  Locations  |  Sitemap

DLG Wealth Management, LLC  is a SEC-registered investment advisor.

Securities offered through Dinosaur Securities, LLC a member of FINRA, SIPC & NFA.