Dalton Wealth Management
But, the Dalton Wealth Management system is so much more than numbers. We want to know what we need to do to make you feel that we did a great job for you.
Investments, Elder Planning Issues, Retirement planning, Stocks, Bonds, Mutual Funds, 529 Plan, IRA, Roth IRA, Pension, Annuities, Advisory, Brokerage, 401k, 403b We take the time to get to know you, your family and what you want your life’s savings to do for you. We want to understand what is happening in your life today that could affect your finances tomorrow. We are committed to maintaining lo
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Labor Day is observed on the first Monday in September and is an annual celebration of the social and economic achievements of American workers. The holiday is rooted in the late nineteenth century, when labor activists pushed for a federal holiday to recognize the many contributions workers have made to America’s strength, prosperity, and well-being... How do you, your family, and friends like to celebrate?
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Love or hate them; here are some interesting PEEP facts…
1. In 1953, it took 27 hours to handmake a peep; today, just 6 minutes.
2. About 5.5 million Peeps are made daily.
3. Peep’s eyes are made of carnauba; a non-toxic wax. The same as some shoe polishes and car waxes.
4. There are sugar-free and chocolate-covered Peeps.
5. On New Year’s Eve, a giant flashing colored Peep is dropped in Bethlehem, Pennsylvania; home of the “Just Born” company.
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Did you know these interesting facts about the St. Patrick's holiday? Share with your friends today!
St. Patrick, the patron saint of Ireland, was born in Roman Britain in the late 4th century. He was kidnapped at the age of 16 and taken to Ireland as a slave. He escaped but returned about 432 CE to convert the Irish to Christianity. It was emigrants, particularly to the United States, who transformed St. Patrick’s Day into a large holiday of revelry and celebration of things Irish. Cities with large numbers of Irish immigrants staged the most extensive celebrations, which included elaborate parades. Since 1962 , Chicago has coloured its river green to mark the holiday. Irish and non-Irish alike commonly participate in the wearing of the green and sporting a shamrock, the Irish national plant. Corned beef and cabbage are associated with the holiday, and often green-dyed beer flows. Although some of these practices eventually were adopted by the Irish themselves, they did so largely for the benefit of tourists. – Encyclopedia Britannica.
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What do you think? Almost time for blooming flowers or more shoveling snow ahead of us?
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“If you can't fly then run, if you can't run then walk, if you can't walk then crawl, but whatever you do you have to keep moving forward.” -- Martin Luther King Jr.
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Here’s to making countless cherished memories in 2024 as the New Year brings us 365 new opportunities. Please know as we begin this next journey around the sun that we here at Dalton Wealth Management are wishing you and yours perfect health, happiness, prosperity and an abundance of joy!
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One of the most important holidays in the Jewish faith, "Chanukah," is an eight-day celebration of a true miracle that took place around 200 B.C. Hanukkah is a celebration of love, happiness, and blessings. It is a special festival that comes alive each year with rich traditions and practices. Playing dreidel, lighting the menorah candles, and spending time with loved ones are just a few ways to celebrate these spectacular days. Here at Dalton Wealth Management, we hope this year’s Festival of Lights will bestow many blessings upon you and your family!
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You are so much more than our clients, but truly our friends. So, this time of year is perfect to show our gratitude and genuine appreciation for your continued support and confidence in and sincere word-of-mouth referrals to our business for the past 40 years. This Thanksgiving, we are thankful for our treasured relationships and wish you and yours a joyful holiday season!
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On the 11th hour of the 11th day of the 11th month of 1918, an armistice between Germany and the Allied nations came into effect, ending World War I. President Wilson proclaimed the day should be "filled with solemn pride in the heroism of those who died in the country’s service and with gratitude for the victory." And thus, Veterans Day was born to honor all of our men and women serving or who had served in the U.S. armed forces. Thank you for your commitment and dedication to your country and its citizens. We are forever grateful for your services.
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How do you feel about this controversial holiday treat??
"Chicken Feed" was the original name of Candy Corn, with production starting in 1888. It was first invented by a Wunderle Candy Company employee, George Renninger. Its traditional colors of yellow, orange, and white represent that of the fall harvest or of corn on the cob. The National Confectioners Association has deemed October 30, the day before Halloween, "National Candy Corn Day,” however, it has a reputation for generating polarizing responses, with articles referring to it as "Halloween's most contentious sweet" which people either intensely love or hate.
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Are you planning to work after taking Social Security benefits? Know the rules.
How Will Working Affect Social Security Benefits? Knowing the rules may help you decide when to start benefits.
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Agent Jane Bond wants you to know about how can be to generate .
Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?
Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Periodic withdrawals in retirement may not be such a good idea.
Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic.
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Facing divorce? Don't overlook changes to your insurance coverage.
What You Should Do About Insurance Following a Divorce In the face of divorce, making changes to insurance coverage may be overlooked.
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Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:
4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.
![Potential Income from an IRA](https://img4.findglocal.com/785/052/809457067850525.jpg)
Consider preparing for 30 years in retirement. Are your assets ready?
Potential Income from an IRA Estimate your monthly and annual income from various IRA types.
![Getting a Head Start on College Savings](https://img5.findglocal.com/465/362/808092704653628.jpg)
College, kids and costs.
Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education.
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There are thousands of Exchange Traded Funds available. Should you invest in them?
Should You Invest in Exchange Traded Funds? There are thousands of ETFs available. Should you invest in them?
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If you died, what would happen to your email archives, social profiles, and online accounts?
Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts?
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[Video] Agent Jane Bond wants you to know about the basics of the .
Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.
![New Retirement Contribution Limits for 2023](https://img4.findglocal.com/533/254/801303555332543.jpg)
Have you heard about the new, record-high retirement contribution limits from the IRS? Read about it in our new article.
New Retirement Contribution Limits for 2023 A look at the new, record-high retirement contribution limits from the IRS.
![Contributing to an IRA?](https://img4.findglocal.com/546/380/799990955463803.jpg)
How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.
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Some diets lighten nothing but your wallet. Here’s a few to avoid.
Money Draining Food Myths These food myths will really put a drain on your wallet.
![What Is My Current Net Worth?](https://img5.findglocal.com/248/993/796396332489932.jpg)
Assets minus liabilities = net worth. When was the last time you calculated yours?
What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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When was the last time you looked at the content of your portfolio? Steps to consider here.
Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.
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Are you worried about outliving your retirement savings? You are not alone.
My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.
![Annuity Comparison](https://img4.findglocal.com/295/455/791750152954550.jpg)
Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Mortgage lenders consider many personal factors when deciding whether you can afford a home.
How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
![Taxable vs. Tax-Deferred Savings](https://img5.findglocal.com/320/734/789222223207343.jpg)
Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.
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Our Story
But, the Dalton Wealth Management system is so much more than numbers. We take the time to get to know you, your family and what you want your life’s savings to do for you. We want to understand what is happening in your life today that could affect your finances tomorrow. We want to know what we need to do to make you feel that we did a great job for you.
We are committed to maintaining long-term relationships with our clients. We take the time to listen to your concerns and objectives. We will then give you the sound advice you deserve... treating you like a friend.
Most of our new clients are friends or family of our current clients. We have earned their trust. Clients feel confident that we will also do a great job for their loved ones.
Because of our independent and objective approach to investing, individual investors have trusted us to manage their portfolios since 1983. Dalton Wealth Management takes to heart the trust our clients place in us.
As a Dalton Wealth Management client, you can rely on your advisor to suggest new ideas and opportunities, report on the progress of your portfolio, keep in touch with changes in your circumstances and respond quickly to your questions.
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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC. www.finra.org and www.sipc.org. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured - No Credit Union Guarantee - May Lose Value
The investment products sold through LPL Financial are not insured Chaco Credit Union deposits and are not NCUA insured. These products are not obligations of Chaco Credit Union and are not endorsed, recommended or guaranteed by Chaco Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am/we are registered to do business, please visit www.daltonwealth.com or The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Alabama (AL), District of Columbia, Florida (FL), Georgia (GA), Indiana (IN), Kentucky (KY), Maryland (MD), Michigan (MI), New Mexico (NM), Ohio (OH), South Carolina (SC), and Washington (WA).
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Address
7237 Cincinnati Dayton Road, Suite 203
West Chester, OH
45069
Opening Hours
Monday | 8am - 5pm |
Tuesday | 8am - 5pm |
Wednesday | 8am - 5pm |
Thursday | 8am - 5pm |
Friday | 8am - 5pm |
9078 Union Centre Boulevard , Suite 350
West Chester, 45069
At Kohn Wealth Management Advisors, LLC, our mission is to co-create possibilities so you can make intelligent choices today that helps you towards your financial destiny tomorrow ...
7570 Bales Street, Suite 200
West Chester, 45069
Helping people from all walks of life create a financial plan.
West Chester, 45069
Human Design + Financial Planning = Bespoke Prosperity Planning ✨ CFP, Author, Speaker, Coach ✨
8080 Beckett Center Drive, Suite 116
West Chester, 45069
As a Financial Planner, I specialize in financial planning services for a fee. I work with clients to formulate a financial plan tailored to their needs.
7570 Bales Street Suite 200
West Chester, 45069
Helping you find your Financial Happy Place!
8905 Cincinnati-Dayton Road
West Chester, 45069
Totally Independent. Truly Comprehensive. Laser Focused on RETIREMENT.
7606 Tylers Place Boulevard Ste 100
West Chester, 45069
I will assist others in planning for financial success. I will connect others to financial resources for holistic financial well-being.
9078 Union Centre Boulevard #350
West Chester, 45069
At Pathway Financial Planning, we specialize in collaborative retirement distribution planning. Our g
7182 Liberty Centre Drive Unit I
West Chester, 45069
Retirement Income Planning, Investment Management, Tax Preparation and Wealth Preservation Strategie