Higher education can be an expensive endeavor, so finding ways to return some of that money to your pocket can help you cut costs. One way you might qualify involves education tax credits.

A financial plan is designed to help reduce future uncertainty. It provides a logical framework to navigate life’s inevitable financial challenges, such as recessions, inflation, unemployment, health issues, and cash flow needs.

Donald Duncan, a financial advisor, managing director, and member owner, has been recognized as a 2024 Five Star Wealth Manager by Five Star Professional for the 11th time. Duncan, who joined Savant in 2018, serves the firm’s Chicago and Santa Fe offices.

Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.

Whether you live in New Mexico or are considering a move, there are several different estate planning considerations in the 47th state. While some are not unique to New Mexico, there are a few interesting differences that are worth considering.

Financial advisor Donald Duncan has been recognized as a 2021 Five Star Wealth Manager in Chicago by Five Star Professional.

Financial advisor Don Duncan was quoted in AARP about adding a few years to your life expectancy to account for longevity risk.

Just like a successful business, every well-run household needs a financial backup plan. Financial advisor Don Duncan talks about the three ways you can develop a backup plan for your family’s Chief Financial Officer (CFO).

As your individual and family circumstances change, you may find that you own an annuity or cash value life insurance policy that no longer suits your needs. Financial advisor Don Duncan reviews a few ways you can repurpose such assets to play a more efficient role in your financial plan.