DWR Financial Services/Turney Tax

DWR Financial Services/Turney Tax We provide tax preparer services. Our staff has 30+ years of experience. Cambridge and DWR Financial Services are not affiliated.

Comprehensive Financial Services
Individual Taxes
Partnership & Corporate Taxes
Estate and Trust Taxes
Tax Planning & Retirement Income Planning
Estate Planning, Wills, Trusts and Powers of Attorney
Medicare, Medicare Supplements & Individual Insurance We guide our clients to the best possible tax & financial solutions as if planning for ourselves, and to provide top-notch, year-round customer ser

vice. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. All tax advice is through Turney Income Tax. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Something to keep in mind.Save this for later, and follow along for more.
07/17/2026

Something to keep in mind.

Save this for later, and follow along for more.

🏆 We’re honored to announce that DWR Financial LLC has been recognized as the 2026 Best Financial Planner in Cuyahoga Co...
07/16/2026

🏆 We’re honored to announce that DWR Financial LLC has been recognized as the 2026 Best Financial Planner in Cuyahoga County!

This award reflects our commitment to providing knowledgeable, personalized financial and tax services to individuals, families, and businesses throughout our community. Being recognized as one of the county’s top financial planning firms is an incredible honor, and it’s only possible because of the trust and support of our amazing clients.

Every tax return, financial plan, and conversation is an opportunity for us to help our clients achieve greater financial confidence, and we don’t take that responsibility lightly.

Thank you to everyone who has trusted DWR Financial with your financial future and for your continued support. Your confidence in us is what makes achievements like this possible.

If you’ve had a great experience with our team, we’d love for you to share this post and help us spread the word!

Here’s to another year of serving Northeast Ohio with excellence. 🎉



Business Rate Best of 2026 Award Winner for Financial Planner in Cuyohoga County Ohio is given to local service companies and businesses that achieve outstanding customer satisfaction scores and review ratings on Google. Award received June 2026. This award is not based on investment performance.

Your 50s are often when retirement starts to feel less like a distant idea and more like something on the horizon. That ...
07/16/2026

Your 50s are often when retirement starts to feel less like a distant idea and more like something on the horizon. That doesn’t mean every detail has to be figured out, but it can be a good time to get clearer on where things stand.

A few areas to revisit:

• Evaluate your potential sources of retirement income, including how much to expect from each source and when
• Max out retirement contributions in your employer-sponsored retirement account and IRA
• Revisit retirement savings goals to make sure they still make sense
• Check that your estate plan is up to date
• Confirm executors and guardians are still properly chosen
• Consider contributing to an HSA to help save for current and future healthcare costs

Your 50s can be a powerful decade for turning retirement questions into a more detailed plan.

Follow along for more practical tips to help you navigate life's financial milestones.

The 72-hour rule is one of the easiest money habits you can start today. The idea is simple. Before buying something you...
07/15/2026

The 72-hour rule is one of the easiest money habits you can start today.

The idea is simple. Before buying something you really want but don't necessarily need, wait 72 hours. If you still want it AND have the cash, go for it guilt-free. If the urge has passed, you just saved yourself from an impulse buy. It sounds almost too simple, but it works because it creates a pause between the emotion and the action.

Most impulse purchases are driven by a feeling in the moment, and that feeling rarely lasts three days.

What's a budgeting tip or money habit that's made a real difference for you?

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Is your business your retirement plan? A recent SCORE study found that 34% of business owners have no retirement savings...
07/14/2026

Is your business your retirement plan?

A recent SCORE study found that 34% of business owners have no retirement savings outside of their business. If that hits close to home you're not alone, but it's worth taking a closer look at your long-term plan.

Relying solely on your business as a retirement strategy comes with real risk. Markets shift, industries change, and a sale doesn't always go as planned. Building retirement savings outside your business gives you options and additional security.

The good news? Business owners have access to some powerful tax-advantaged accounts, like SEP IRAs, SIMPLE IRAs, and Solo 401(k)s that can help close that gap.

If your business is your biggest asset but your only retirement plan, let's chat about building a strategy that works harder for your future.

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Estate planning is 10% math and 90% communication.The documents, the assets, and the beneficiary designations are import...
07/13/2026

Estate planning is 10% math and 90% communication.

The documents, the assets, and the beneficiary designations are important, but the piece most families overlook is the conversation. Who gets what? Who makes decisions if you can't? Does your family know where everything is? Do they understand your wishes?

The most effective estate plans are built on clear communication and shared understanding. That means looping in your spouse, your kids, your executor, and anyone else who plays a role in your plan.

Have you had the talk with your family yet?

Like this post if you found it helpful, and follow along for more financial planning insights.

Something to keep in mind. Follow for more.
07/10/2026

Something to keep in mind. Follow for more.

Your 40s can be a decade where life feels full: career, family, home, future goals, and a lot of competing priorities. B...
07/09/2026

Your 40s can be a decade where life feels full: career, family, home, future goals, and a lot of competing priorities. By this stage, it’s often less about starting from scratch and more about checking that the pieces you’ve built still work together.

A few areas to revisit:

• Develop specific retirement savings goals
• Review how your 401(k) plan or IRA assets are invested as your objectives may have changed
• Keep beneficiary information up to date
• Review life insurance policies to ensure adequate coverage

A lot can change in your 40s. A thoughtful review can help make sure your plan is keeping up.

Follow along for more practical tips to help you navigate life's financial milestones.

When people talk about “international markets,” they’re usually referring to companies and investments outside the U.S.W...
07/08/2026

When people talk about “international markets,” they’re usually referring to companies and investments outside the U.S.

Why does that matter?

Because different economies, currencies, and regions don’t always move in sync. That means international exposure can play a role in diversification, but it can also come with extra considerations like currency risk, political risk, accounting differences, and market volatility.

So what level of exposure is right?

That’s where the conversation becomes personal. Time horizon, comfort with market swings, overall diversification, and long-term goals all matter. More exposure isn’t automatically better and less exposure isn’t automatically safer.

A thoughtful review can help determine whether your current investment mix still aligns with your long-term goals.

Like this post if you found it helpful, and follow along for more financial planning insights.

According to Mind Over Money, 77% of Americans feel anxious about their financial situation. That's not a small number. ...
07/07/2026

According to Mind Over Money, 77% of Americans feel anxious about their financial situation. That's not a small number. Chances are, someone you know is carrying that weight right now.

Here's the thing though: one of the most effective ways to reduce financial anxiety isn't earning more or spending less. It's simply having a written plan.

When your goals, income, and priorities are laid out in front of you, the unknown becomes a lot less scary. A plan won't solve every financial challenge, but it gives you something powerful: a sense of control.

If financial stress has been on your mind lately, that might be your sign to sit down and get it on paper. We'd love to help with that.

Like this post if you found it helpful, and follow along for mor.

Address

6611 Rockside Road Suite 205
Cleveland, OH
44131

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12166631040

Website

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