Financial Services & Wealth Management News

Financial Wellness

February 21, 2020

Become a Smarter Saver

It’s America Saves Week! We all have heard the statistics about America’s saving habits. “Fifty percent of Americans have less than one month of their income saved […]
January 31, 2020

Take Advantage of Your Company’s Retirement Plan Matching Program

Over 40 percent of employers now offer at least a small retirement plan match to employees, who can help manage their financial wellness by taking advantage […]
January 28, 2020

January Employee of the Month- Colton Hearn

Please join us in congratulating Colton Hearn for being selected as January’s Employee of the Month.  Colton has been on the Duncan team for a year […]
January 2, 2020

Financial Wellness and Productivity: How are your Employees Affected?

Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of that is a revelation, a recent […]
November 25, 2019

November Employee of the Month- Kristen Hull

Please join us in congratulating Kristen Hull for being selected as November’s Employee of the Month.  Kristen has been on the Duncan team for a little […]
October 30, 2019

Beat Rising Healthcare Costs with a Financial Wellness Program

Healthcare costs are on the rise, and employers expect double-digit growth in the next decade. As a result, there’s a growing trend toward financial wellness programs […]