Financial Services & Wealth Management News
November 25, 2020

Good Use of a Year-End Bonus

Spending money isn’t a bad thing, but spend mindfully Many companies earmarked 2018 year-end bonuses this past fall – well before the markets reversed course. As […]
November 4, 2020

Thanksgivings From Your Friends at Duncan Financial Group

We have a lot to be thankful for this year! #1: Our Clients We give thanks every day to our clients, but in case not all […]
October 29, 2020

10 Things to Know about Your Employer’s Retirement Plan

What it is? Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement. Federal and sometimes state taxes on your […]
September 28, 2020

Should Retirement Be Hard Work?

Ah, retirement! Finally, there will be time to relax, free from financial worry. Many people think of retirement as a time to travel or pursue special […]
September 28, 2020

Retirement Planning: Investing in Your Health

Do you have $400,000 ready for health care costs? When people plan for retirement, most think about the stock market, potential returns, and occasionally what their […]
September 28, 2020

Budgeting for Retirement

There are all kinds of “rule of thumb” numbers floating around for how much income you’ll need in retirement, but they are just that — guidelines, […]