Financial Services & Wealth Management News

Blog

April 9, 2019
Tax Savers Credit Reminder

Tax Savers Credit Reminder

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If […]
April 9, 2019
Ten Reasons to Roll Over Into Your Plan Versus an IRA

Ten Reasons to Roll Over Into Your Plan Versus an IRA

Michael Viljak, Manager, Advisor Development Do you have employees in a prior employer’s retirement plan? Should they transfer these assets to a personal IRA or into […]
April 9, 2019

Hey Joel! – Should We Consider Life Insurance In Our Retirement Plan?

Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, Should we […]
April 9, 2019
Loss Aversion and Fighting Fear

Loss Aversion and Fighting Fear

Loss aversion sounds like a good thing — trying to avoid losing. What could be wrong with that? Unfortunately, if taken too far, it can actually […]
April 4, 2019

Relay for Life Fundraising Concert!

Relay for Life is a cause that is near and dear to the Duncan Financial Group team. We are very excited to once again participate in […]
April 2, 2019
10 Wise Ways to Spend Your Tax Return

10 Wise Ways to Spend Your Tax Return

Tax season has almost come to a close! And what better way to celebrate than with using the income tax return you earned back? If you’re […]