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What is Enough? Lessons in Gratitude
As you take time today to give thanks for all that you have, we wanted to share a special video that asks the question: “what is enough?” DHG Wealth Advisors is joined by author Morgan Housel to discuss how our expectations influence our sense of well-being, how to get the goal post to stop moving and why even some billionaires don’t feel rich.
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Planning Strategies 2020: Suspension of RMDs
If you typically have a required minimum distribution, that could be because you were over the age of 70 ½ in 2019 and own an IRA or retirement plan, or you inherited a retirement account in 2019 or earlier, in either case, the CAREs Act provides the opportunity to skip that distribution for 2020.
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Planning Strategies 2020: Returning CAREs Act Retirement Distribution
Continuing with our deeper dive on planning strategies for year-end 2020, today we'll discuss the ability for “qualified individuals” to return a distribution from their IRA or retirement plan.
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Planning Strategies for 2020: CAREs Act Retirement Account Distribution
As part of the CARES Act, which was passed by congress in late March, “qualified individuals” may withdraw up to $100,000 from retirement accounts without the normal 10% early withdrawal penalty. The window to take a distribution and avoid the penalty ends December 31st, 2020.
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2021 Limits for Retirement Plan Contributions
Retirement plan compensation and contribution limits are subject to annual cost-of-living adjustments. On Oct. 26, 2020, the Internal Revenue Service (IRS) announced updated limits for retirement plans in 2021, reflecting cost-of-living adjustments for the coming tax year.
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Retirement Plan Services Overview

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Retirement Plan Services Overview
Our retirement plan services team helps plan sponsors provide the right retirement plan for their employees and meet the fiduciary and ERISA responsibilities they take on. 
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2020 Year End Tax Planning

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2020 Year End Tax Planning
This year has been one of unprecedented challenges. The coronavirus pandemic and other natural disasters have resulted in significant disruptions to both our businesses and our personal lives.
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DHG Wealth Advisors Announces Promotion of Sarah Charles to Director
We are pleased to announce Sarah Charles has been promoted to Director. A veteran of the financial services industry with more than 20 years of experience, Sarah is a dynamic, relationships-driven leader who is passionate about helping people and advising her clients to discover financial clarity and peace of mind.
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Why DHGWA Wants to Serve You

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Why DHGWA Wants to Serve You
What we do is important but Why we do it matters even more. Learn what drives DHG Wealth Advisors to create an exceptional Client Experience, including our primary objective: to serve our clients with passion and care.
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Pursuing a Better Investment Experience
10 key principles to improve your odds of investing success.
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