At Team Duncan Financial, we have many conversations about money, security, prosperity, and freedom throughout our Financial Life Planning process. We’ve discovered that proactive couples may want to reframe their expectations around financial “surprises.” In our experience, unexpected expenses should not be any kind of surprise. These “surprise” bills are not only normal but expected, […]
Busy professional couples and families become enmeshed in their daily lives, juggling responsibilities and doing the best they can with the time, energy, and money they have as life seems to fly by in front of their eyes. What may be slipping through the cracks through their overwhelm is the confidence that their money is […]
Our newest strategic hire will up-level our white-glove customer service and client-centered Team Duncan Financial Life Planning Process Team Duncan Financial enthusiastically announces the exciting edition of a professional Paraplanner to our Financial Advisory and Financial Life Planning team. Timothy M. Van Hine, Jr. is a passionate wealth management professional who joins us, originally [...]
What Separates Financial Life Planning from Financial Planning My hope is that every client that walks through our door, chooses to engage in a Financial Life Planning relationship with Team Duncan Financial. This refined process is designed to deliver freedom to clients' lives and allow them to live in integrity with who they really [...]
Eric's Thoughts On Inflation With near constant mention in the news media, inflation is on our minds and it is a legitimate concern. For people in their 40's and younger, inflation has not been much of a factor since we were in elementary school and weren’t likely aware of its nuances. In the [...]
Eric's Thoughts On Reddit and GameStop I think a 'mini-revolution' occurred last month when Reddit users and others manipulated the stock of Gamestop and sent the shares soaring higher without fundamental reason. This will likely prove to be an important mark in time; I only say ‘mini’ because of the fast and furious nature [...]
Keep Your Rental House In Financial Order As A New Landlord We recognize that for some folks investment property can be an effective component of a healthy Financial Life Plan. Making the decision to own rental property is one we recommend doing some soul searching about. We've seen record low interest rates and it [...]
How Do We Know If It's Time To Start Talking To A Financial Planner? Shouldn't you be investing in receiving advice from a financial professional by now? How do you know if what they do applies to your situation? Aren't there minimums for that? How do you know it's the right time in your [...]
Mixing Business & Pleasure: 5 Ways Couples May Find Success Operating Like A Business When I reflect on the needs of most couples who are looking for advice and planning help, I recognize that often each member of the partnership is on a different page. It seems as if the left hand isn't aware [...]
10 Important Questions For Pre-Retirees To Think About Considering the emotional and complete mindset shift you go through as you enter retirement, there's a need to prepare by considering some important factors if you plan to retire in the next 3-5 years. Financial calculations are somewhat black and white, while the mental preparedness factors feel [...]
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