Welcome to Dansby Wealth Management! We are a financial services firm in Wichita Falls, TX dedicated to exceptional financial planning, money management, and client service. Whether your goal is saving for retirement, preserving your wealth, or even eliminating your debt, we can provide a personalized strategy to help. Please take a few minutes to explore our website and discover what we’re all about. If you would like to ask us a question or request additional information, please use the Contact form on this page, and we’ll be happy to get in touch with you as soon as we can.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Earnings season can move markets. What is it and why is it important?
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
It's easy to let investments accumulate like the junk in a junk drawer.
When do you need a will? The answer is easy: right now.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.