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Raymond A Dahlman III, CRPC<sup><sup>®</sup></sup> Home
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Latest Articles

Retirement

  • Split Annuity Strategy
  • Helpful Retirement Strategies for Women
  • Introducing the 530A Accounts
  • 9 Facts About Retirement
  • Retirement Realities
  • Social Security: Maximizing Benefits

Investment

  • Estimating the Cost of College
  • How Stocks Work
  • Pullbacks, Corrections, and Bear Markets
  • How to Invest in LGBTQ+ Friendly Companies
  • The Pros and Cons of an NUA Strategy
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream
  • The Threat of Identity Theft

Estate

  • 3 Estate Challenges for Blended Families
  • Trends in Charitable Giving
  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • How Often Should You Update Your Estate Strategy?
  • A Brief History of Estate Taxes

Insurance

  • The Value of Insuring Against Life’s Risks
  • Dog Bites Neighbor. Now What?
  • The Cost of Medical Care
  • What to Look for in an Extended-Care Policy
  • Inventorying Your Possessions

Money

  • Saving Early & Letting Time Work for You
  • Exploring the Federal Student Grant Program
  • U.S. Personal Savings Rate
  • The Lowdown on Those Free Credit Scores
  • Making a Charitable Contribution
  • Buying vs. Leasing a Car
  • Making Sense of HSAs and FSAs

Lifestyle

  • Retiring Wild: National Parks and You
  • Financial Aid for Students 101
  • Personal Finance Tips for Military Families
  • Pickleball in Retirement
  • A Path to Serenity and Smart Money Choices
 

Contact

Office: 303-925-1700

8000 South Chester Street

Suite 325

Centennial, CO 80112

ray.dahlman@prudential.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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