Financial Services & Wealth Management News
December 18, 2020

Health of Your Financial Future

We visit doctors to maintain our physical health, but who do doctors visit to maintain their financial well-being? Helping us maintain good physical health is what […]
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 […]
April 2, 2020

Another Way to Save: New Tax Credit for Plan Participants

According to a Transamerica Center for Retirement Studies (TCRS) report, fewer than four in ten U.S. workers know about a tax credit that may help them […]
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!

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 […]