Here are six reasons to work with a financial professional no matter what life stage you're in. For years, the "4% rule" helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm. A letter of instruction could be just as important as a will to help loved ones settle an estate.
Do you know what information to include? Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement. Learn the story behind the extreme volatility of "meme" stocks promoted through social media, including the risk for individual investors.
Do you know what information to include? Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement. Learn the story behind the extreme volatility of "meme" stocks promoted through social media, including the risk for individual investors.
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Our founder, Richard Dilworth, knew the steps and planning that it took to build a secure future. Starting out as a candy distributor, in our small town of Connellsville; Richard decided to share his visions for success with fellow community members. Richard, then founded, what many of our veteran clients may remember as "Dilworth Enterprises", working as a hometown financial advisor for 30+ years.
At John M. Dilworth Financial Services, we know that a strong, local community plays a great role in building a successful, local business. As a "thank you" to our supporting communities, we strive to be a present role in community initiatives. Below you will find a portion of our local sponsorships and donations, that we proudly recognize and help support.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
