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Donald Dirren
Financial Advisor
About Me
As a licensed financial advisor and the owner and operator of two independent brokerage firms, Donald Dirren provides clients with the timely information they need to manage their personal and business finances. With over 37 years in the industry, Dirren holds particular expertise in retirement planning and seeks to help clients grow and preserve wealth while passing on a legacy to loved ones.
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Recent News
January 9, 2026
Reducing Tax Burden on Retirement Accounts Through Careful Planning
As you approach retirement, the focus often shifts from growing wealth to preserving it. One of the most overlooked aspects of this transition is how taxes can significantly erode your retirement savings. Traditional retirement accounts like 401(k)s and traditional IRAs are funded with pre-tax dollars, which means distributions are taxed as ordinary income in retirement. […]
December 8, 2025
Maximizing Wealth Transfer Through Advanced Life Insurance Planning
Life insurance has long been viewed as a safety net, but its value stretches far beyond basic protection. When used with intention, it becomes a powerful tool that shapes how wealth moves from one generation to the next. Families often look for ways to keep their assets intact, and life insurance offers a clear path […]
December 2, 2025
Practical Guide to Social Security Optimization for a Stronger Retirement
Planning for retirement can feel confusing, but it does not have to be. One of the most important parts of retirement planning is optimizing Social Security. When you understand how Social Security works, you can choose the best time to claim your benefits. This helps you keep more money and enjoy a safer future. This […]
November 20, 2025
Navigating Seasonal Population Shifts in Arizona: How They Influence Retirement Financial Planning
Arizona has long attracted retirees with its warm climate, scenic landscapes, and welcoming communities. Yet seasonal population shifts—especially the influx of “snowbirds” during winter—add unique financial considerations for those planning retirement in the state. These fluctuations affect local economies, housing demand, healthcare access, and everyday costs, making it essential for retirees to prepare strategically. As […]