DIETZ GLOBAL

CONNECT

Address:

201 International Circle, Suite 230
Hunt Valley, MD 21030

Phone:

(410) 891-5700

Fax/Other:

(800) 240-2967

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • Financial Planning: Helping You See the Big Picture

    Financial Planning: Helping You See the Big Picture

    Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

  • Tax Reform: Changes for Individuals

    Tax Reform: Changes for Individuals

    In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.

  • Tax Reform: Changes for Businesses

    Tax Reform: Changes for Businesses

    The 2017 tax reform legislation made major changes to the U.S. tax code for businesses.

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • The Value of a Bond

    The Value of a Bond

    How interest rate changes influence bond prices.

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck