Dickholtz Wealth Management, Inc. and Securities America, Inc.

 
Welcome to Dickholtz Wealth Management, Inc. where we provide comprehensive wealth management, specifically in the areas of Investment Consulting, Advanced Planning, and Relationship Management.  We work with individuals and families that have significant assets to manage and protect, who value advice, are committed to building a professional team, and desire a high level of personal service.  We specialize in solving our client's financial challenges by providing extraordinary service and custom financial strategies that align their wealth with their values, often advising through one or more generations.
 
Here you will find a wealth of information in the form of newsletter articles, calculators, online access to accounts, wealth management strategies, and a variety of research reports.  Our goal is to help you understand the opportunities and potential rewards that are available when you take a proactive approach in the Strategies for Life Wealth Management Process.

Thank you for visiting!  Please contact us if you have any questions or need additional information specific to your unique situation.  We are here to help you pursue all that is most important to you!
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

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