Dyer Financial Services

Helping People Plan and Protect Their Families and Financial Futures

Helping People Plan and Protect Their Families and Financial Futures

Welcome to the Dyer Financial Services Web site. My company believes that good financial and insurance decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

By clicking on INDIVIDUAL HEALTH QUOTE to the right, you can get online quotes for Individual Health Insurance. You can review and compare plans - even apply online!

By clicking on TERM LIFE QUOTES to the right, you can get online quotes for Term Life Insurance. You can even apply online! For other products, click on 'Request Quote' up above.

This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials - articles, newsletters, calculators, and other tools - designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, so visit us frequently.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can call me or call 714.556.5766 or click on 'Contact Us' and we will be e-mailed. 

 

 

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

More Newsletters →