Financial Services & Wealth Management News
November 9, 2021

Carving a Holiday Budget

The holidays are a time for giving, but often people can be a little overgenerous during this time of year and later find themselves in financial […]
June 24, 2021

Interesting Facts About Independence Day

As most middle-school-age kids know, in the summer of 1776, representatives of the 13 colonies considered a resolution that would declare their independence from Great Britain. […]
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 9, 2020

5 Ways to Support Small Businesses

Happy Small Business Saturday! As a family business ourselves, we understand and value the time, passion, and hard work that goes into starting and maintaining a […]
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 […]
December 18, 2019

New Year’s Resolutions for Your Business

A New Year is an opportunity to take inventory of your current behaviors and find areas for personal improvement. However, contrary to popular belief, New Year’s […]