Data breaches and identity theft have become an unfortunate part of the digital landscape. With billions of dollars lost annually, it’s more important than ever to be vigilant. Discover how The Dala Group prioritizes cybersecurity and see the steps you can take to keep your information secure.

Beneficiary designations are a key part of any estate plan, ensuring assets pass to those you care about. Explore essential options, get answers to common questions, and learn best practices to get started.

When it comes to estate planning, two key documents typically rise to the forefront: wills and trusts. Understanding the differences between them can be essential for ensuring your wishes are carried out smoothly and your loved ones are protected. Explore the distinctions between wills and trusts and discover which might be right for your unique situation.

What are the key habits that millionaires share? Discover the five essential habits and how being intentional and having a solid plan can lead you to financial success. Learn how to live within your means, avoid depreciating assets, boost your income, invest smartly, and the benefits of working with a financial planner.

We understand that healthcare costs are a significant factor in retirement planning. Whether you’re approaching 65 or already there, this guide will help you make informed decisions about your healthcare coverage in retirement. Don’t let Medicare complexity derail your financial plans – let us help you navigate this crucial aspect of your retirement strategy.

Thinking about selling your home and wondering about the tax implications? Discover how the IRS’s section 121 can help you avoid paying taxes on significant gains from the sale of your primary residence. Michael Hollis walks through how exclusions and proper calculations can keep more money in your pocket and make your home sale as profitable as possible.

Feeling behind in savings is a common concern among our clients. Whether you're past 40 or 50, it's never too late to start getting your financial house in order. By increasing your income or decreasing expenses, you can create the margin needed to save more and work towards a secure financial future. Click here to learn more about how you can catch up on your savings

Dive into the world of bonds with our latest article, designed for the financially curious! Learn the essentials of bonds, from their basic definitions to practical applications, and understand the different types and features that make them a unique investment option. Whether you're looking for steady income or long-term growth, our comprehensive guide will help you confidently navigate the bond market. Discover more and see how bonds can fit into your financial strategy.

Saving $1,000,000 for retirement is an impressive achievement, but its purchasing power decreases over time. This amount might not be enough to live on unless you have minimal expenses or other income sources. Diversifying your income streams and boosting your savings rate can help ensure a more comfortable retirement. Read more to learn strategies for maximizing your retirement savings and income.

Michael Hollis explains how an umbrella insurance policy provides an essential layer of liability protection beyond standard home and auto policies, safeguarding against extensive financial risks and ensuring peace of mind during unforeseen catastrophic events.

If you've been denied life insurance, understanding the process is key. From exploring workplace benefits to considering unconventional routes like self-insurance, there are options available to protect your family's future, ensuring peace of mind even in unforeseen circumstances.

Michael Hollis shares the five fundamental principles to financial success for teenagers, how compound growth can skyrocket your savings, and why starting early is the ultimate advantage.

Discover the changing landscape of retirement in the US, from shifting trends in average retirement ages to evolving attitudes toward work and leisure. We’ll also explore the factors influencing retirement decisions to gain practical advice on preparing for your own retirement journey.

Michael Hollis provides an easy step-by-step process to follow when rolling over your old 401k plan.

Michael Hollis breaks down the Roth IRA 5-Year Rule for both contributions and conversions. An understanding of this rule is imperative when preparing to take withdrawals in retirement.

I remember vividly how my planting design instructor waxed poetically about how the residential landscape can be an expression of how nature places trees, shrubs, and understory in its harmonious order. Sometimes, that’s easier said than done…

If you’re a DIY tax filer, you may be just getting started and feeling overwhelmed. Here’s ten tips for tax filing to guide you along the way…