It's not just what we do, it's how we do it that makes the difference.
At Dexter Ward & Associates we believe in service beyond expectation, achieved through a constant dedication to anticipate and fulfill the changing needs of our clients in all areas of Wealth Management. Our experience and expertise add value to each step in the process. We are passionately committed to pushing the limits of excellence and stand at the forefront of providing the most comprehensive Wealth Management services available.
There are 8 Key Wealth Management issues that you are likely to face at some point. The exact time these issues become priorities in your life is not the same for every client, so it is incumbent upon us to take a disciplined and structured approach to helping you manage these issues.
Dexter Ward's and Tammy Cranford's affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM provides them with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A collection of tips from professional travelers.
This checklist can give you a quick snapshot of how prepared you are.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
There are things about Social Security that might surprise you.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How do the markets usually react to elections? Was the 2016 election any different?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here’s a quick guide to checking to see if you have unclaimed money.
Understanding the cycle of investing may help you avoid easy pitfalls.
Do you know these three personal finance sayings?
The decision whether to buy or rent a home may have long-term implications.