Blog
Financial Psychology: Understanding and Beating Biases
Your financial future isn’t just about numbers—it’s about mindset. Behavioral finance, the study of how attitudes and biases shape financial decisions, is changing the game. Uncover 12 common money biases in this article and gain actionable tips to overcome them.
The Dala Group’s Favorite Family Games
At The Dala Group, we believe in balancing hard work with a little fun. We asked our team to share their favorite family games, and the responses were both surprising and heartwarming!
The RMD: Everything You Need to Know….Nearly
RMDs (Required Minimum Distributions) are the minimum amounts you must withdraw from tax-advantaged retirement accounts once you reach a certain age. While they may sound complicated, understanding how RMDs work is key to avoiding penalties and making smarter financial decisions for your future.
Cybersecurity Best Practices: How We Protect Your Information Together
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 Options, Questions, & Tips
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.
Will vs. Trust: Crafting Your Perfect Legacy Plan
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.
The 5 Habits of Millionaires
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.
Clients Ask These 3 Benefit Questions
Employer benefits are a vital part of your compensation, potentially worth thousands each year. Our comprehensive guide answers common questions about navigating benefit choices, selecting health plans, and understanding insurance options after leaving a job, plus reveals a crucial question you might be overlooking.
Breaking Down Medicare
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.