by Todd Burkhalter | Nov 26, 2019 | Financial Planning
The Thanksgiving and Christmas holidays are, by far, my favorite time of the year. There is cheer in the air and an overall feeling of generosity. Being in the financial field for the past 22 years I have also learned that this is the time of the year when advice is...
by Todd Burkhalter | Feb 14, 2014 | Education, Financial Planning
In my role as a Consultant with DDS Financial I have been conducting Life Insurance Audits, now a routine part of the firms practice. There have been a number of mistakes that the Audit process has brought to light and that we have since corrected. There are 3 most...
by Todd Burkhalter | Nov 13, 2013 | Education, Financial Planning
Most people are looking for a Lazy Boy when they think of retirement; that comes later! While planning for retirement I like taking the three legged stool approach. There is a time and place for getting into the complexities but first consider simplicity....
by Todd Burkhalter | Aug 23, 2012 | Video
What type of wealth are you building? Did you know some types are more dependable than others? This video focuses on establishing wealth that is more likely to be there when you need it the most.
by Todd Burkhalter | Aug 23, 2012 | Video
Having a Financial Model can help to verify whether or not we are making progress towards our Wealth Objectives. The Protection Savings and Growth Model looks at all 27 places where we can make a money decision.
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