Financial Services & Wealth Management News
August 25, 2020

What to Do When Your Term Life Insurance Is Expiring

Many families are discovering that a 20-year term for a life insurance policy isn’t enough. In an ideal world, you buy life insurance when your kids […]
August 11, 2020

6 Tips for Wealth & Sanity

Investing can be stressful, but it doesn’t have to be. If you have a portfolio that was built for you and use the help of a […]
May 12, 2020

Financial Tips for New College Grads

Congratulations, graduate! Your hard work and dedication have led you to and through the collegiate finish line. As you embark on your next chapter, you are […]
March 11, 2020

4 Things To Know About Estate Planning

Whether you know it or not, you have an estate. Estates are not a privilege reserved for the ultra-wealthy, but the property, savings, and assets owned […]
March 10, 2020

What You Need to Know About Life Insurance

We have all experienced an unexpected loss, or know someone who has. Although everyone knows the importance of life insurance in these situations, many of us […]
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 […]