Financial Services & Wealth Management News
January 25, 2021

Avoid the Two Income Trap

Combining love, lives and laundry is one thing. Combining your money is another. Newly married couples who both work would do well to think about what […]
December 2, 2020

The 10% Savings Goal

Most people need to save more — often a lot more — to build a nest egg that can meet their needs. Many financial experts recommend […]
November 25, 2020

Examining Your Financial Ghosts of Christmas Pasts

Analyzing your past financial decisions is essential to changing behaviors As Charles Dickens tells us in his celebrated Christmas fable, the self-defeating ways we behave financially […]
November 25, 2020

8 Point Year-End Financial Planning Checklist

The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a […]
November 25, 2020

Good Use of a Year-End Bonus

Spending money isn’t a bad thing, but spend mindfully Many companies earmarked 2020 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 […]