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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How Income Taxes Work
A quick look at how federal income taxes work.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Term insurance is the simplest form of life insurance. Here's how it works.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Understanding the economy's cycles can help put current business conditions in better perspective.
It sounds simple, but paying yourself first can really pay off.
A letter of instruction provides additional and more personal information regarding your estate.
What does the Tax Reform and Jobs Act mean for you?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here’s a crash course on saving for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How do the markets usually react to elections? Was the 2016 election any different?