Financial Services & Wealth Management News

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April 2, 2020

Closing the Retirement Gender Gap: How Retirement Plan Advisors Can Help

Despite the fact that women tend to live longer, female workers typically have lower retirement account balances than their male counterparts. Many factors may contribute to […]
March 16, 2020

A Message from Duncan Financial Group

To ensure the safety and well-being of our team, clients, and community, we are discontinuing face-to-face client meetings until further notice. The only way we can […]
January 2, 2020

Why CFOs Should Consider Partnering with a Retirement Plan Advisor

Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows companies to focus more on their […]
January 2, 2020

Improve your Retirement Plan by Encouraging Employees to Join

Many organizations face the problem of increasing employee participation in their retirement plans. Participation is crucial to the success of the plan, and it improves employee […]
November 27, 2019

The More You Know: Automatic Enrollment Notices

Many retirement plans today provide automatic enrollment for employees, meaning the plan sponsor initiates enrollment into the retirement plan on behalf of the employee. One common […]
June 13, 2019

Retirement Bucket Strategy

Retirement Bucket Strategy Running out of money in retirement ranks as one of the top worries of investors. The Bucket strategy uses a three-pronged approach to […]