Tag: Santa Fe
Comprehensive and Integrated Planning for Your Financial Future
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.
Feeling Confident About Retirement
With the potential for retirement to last as long as 30 or more years, it’s no wonder many people worry about outlasting their money. If you’re ready to retire, but don’t feel confident about whether you’re financially ready, a milestone that’s worthy of celebration can become a source of stress instead. That was the case for Steve, who turned to Savant Advisor Don Duncan for help.
Estate Planning Considerations in New Mexico
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.
Savant Advisor Awarded Five Star Wealth Manager Recognition for 10th Straight Year
Financial advisor Donald Duncan has been recognized as a 2021 Five Star Wealth Manager in Chicago by Five Star Professional.
5 Tips to Make Your Money Last a Lifetime
Financial advisor Don Duncan was quoted in AARP about adding a few years to your life expectancy to account for longevity risk.
What Is Your Household’s Financial Backup Plan?
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).
Who Gets the Education Tax Credit: Parent, Student, or Relative?
Although the IRS rules around who is eligible to claim the education tax credit can be confusing, the answer is straightforward when you follow these two rules.
Do You Own Life Insurance Policies and Annuities That You No Longer Need?
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.