Dansby Wealth Management

(940) 447-5789

Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast
Agent Photo

An Introduction...

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.

Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

View all articles arrow

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos arrow