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Insurance & Financial Protection Michael Hollis, CFP® Insurance & Financial Protection Michael Hollis, CFP®

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.

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Estate & Legacy Planning Michael Hollis, CFP® Estate & Legacy Planning Michael Hollis, CFP®

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.

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Investing & Wealth Building Michael Hollis, CFP® Investing & Wealth Building Michael Hollis, CFP®

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.

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Employer Benefits Michael Hollis, CFP® Employer Benefits Michael Hollis, CFP®

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.

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Insurance & Financial Protection Michael Hollis, CFP® Insurance & Financial Protection Michael Hollis, CFP®

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.

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