Financial Services & Wealth Management News

Taxes

December 19, 2019

7 Hidden Ways to Boost Your Tax Return

April 15th is right around the corner! If that date doesn’t ring a bell, April 15th is the deadline for filing your income tax return. Although […]
October 25, 2019

October Employee of the Month- Penny Brant

Please join us in congratulating Penny Brant for being selected as October’s Employee of the Month. Penny has been on the Duncan team for 21 years […]
April 23, 2019
Jargon? Jar-Gone!

Jargon? Jar-Gone!

Whether you’re new to “adulting” or working to achieve a new financial goal, understanding the terms and practices that you need to know can be a […]
April 9, 2019
Tax Savers Credit Reminder

Tax Savers Credit Reminder

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If […]
April 2, 2019
10 Wise Ways to Spend Your Tax Return

10 Wise Ways to Spend Your Tax Return

Tax season has almost come to a close! And what better way to celebrate than with using the income tax return you earned back? If you’re […]
January 30, 2019
SaveYourRefund

Saving at Tax Time through SaveYourRefund

More than half of all Americans have no savings to help them cope with even small emergencies. Yet more than 100 million taxpayers get refunds from […]