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Understanding Today’s Financial Environment

Welcome to DCL Wealth Management, Inc in Honolulu, HI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (808) 597-9197.

Helpful Content

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

U.S. Personal Savings Rate

What can be learned from the savings rate?

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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