Financial Services & Wealth Management News

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June 22, 2018

5 Tips for Achieving Financial Security

Fifty-seven percent of workers say saving for retirement is their top financial priority, but financial security goes beyond your retirement goals. Financial security is the peace […]
June 15, 2018
Group Brainstorming-Business-savings

What is a Mutual Fund? And How Does It Work?

So, you have started to look at investment options…. But, with so many choices, finding a short-term or long-term saving strategy that fits your budget and […]
June 7, 2018

Duncan Financial Group & IBPA Present: 10th Annual Downtown Irwin Music in the Streets

The Streets of Irwin Come Alive with Local & Nationally Celebrated Jazz Performers For the past nine summers, music has filled the streets of Downtown Irwin […]
June 4, 2018

Hey Joel- Am I required to receive ongoing fiduciary training?

Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]
June 4, 2018
Group Benefits photograph

Group Whole Life Insurance: The Third Pillar

Financial security is something that every American strives for. Experts believe that the foundations of financial security are built off of three equally important pillars: a […]
June 4, 2018

Are You Prepared for an IRS Audit?

Michael Viljak, Manager of Advisor Development The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect […]