Financial Services & Wealth Management News
July 17, 2018

Smart Money Habits You Can Start Any Time of Year

If your new year’s resolution was to spend less and save more, but as you look at your checkbook from the past 6 months, you find […]
July 3, 2018

5 Questions to Ask When Looking for a Financial Advisor

Let’s face it, investments and financial planning can be confusing. Whether you are saving for a first home, your child’s education, or retirement, it can be […]
May 8, 2018

Evaluating Your Plan and Fees? Think More, Not Less.

April 12, 2018

Behavioral Finance: Can Enhanced Active Choice Help Increase Participation?

Deferred compensation programs typically offer open enrollment year-round. Employees can choose to participate when they feel ready and motivated to do so. This traditional enrollment method […]
March 8, 2018

Are You Reducing Your Debt?

If debt is a leading contributor to your overall stress, you are not alone. The national mean for household credit card debt is $16,000. The average […]
February 21, 2018

New Look, Same Duncan Financial Group

Forget painting the town red, it’s time to paint it blue! Over the past several months, Duncan Financial Group has embarked on various marketing and advertising […]