College Planning
We help our clients get the most free money to send their children to college by lowering their Expected Family Contribution (EFC). We will also help you qualify for increased grants, scholarships, and financial aid.
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Investment Planning
When it comes to investment management, chances are you have questions. Financial planning involves more than simply managing investments. We work with you to develop a strategy that works for you, and a plan that you can understand, so you can confidently move toward your financial goals.
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Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure
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Helpful Content
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
View all calculators
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.