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
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.