Financial Services & Wealth Management News

Taxes

January 29, 2019
Protecting Your Identity

7 Identity Protection Steps You Need to Know This Tax Season

January is coming to a close— which means you’re receiving your W2’s and preparing to file your income tax return has been added to your to-do […]
January 18, 2019

Bring These 9 Documents to Your Tax Consultation

Tax season is on the horizon. But before you start planning how you will use your tax return, make sure you are properly prepared to file your […]
December 20, 2018

Financial New Year’s Resolutions You Can Set for 2019

Financial New Year’s Resolutions You Can Implement for 2019 As 2018 comes to a close, it is time to reflect on your goals for the upcoming […]
October 19, 2018

Cashing in on Lady Luck: What To Do If You Hit The Lottery

What would you do with 1 Billion Dollars? Buy an island, travel the world, buy your dream house? As the Mega Millions soars to the highest […]
May 8, 2018

Have You Conducted a Fee Equalization/Levelization?

Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the industry is changing towards greater and […]
January 13, 2014

Tax Season is Here…Duncan Can Help!

ATTENTION NEW TAX CLIENTS! Don’t let tax season be a burden. Duncan Financial Group’s team of qualified professionals are ready to prepare your 2013 Income Tax Return. New tax clients will […]