Tag: Santa Fe
Giving During the Holidays & Year ‘Round
Feeling charitable this holiday season? This week on the Richard Eeds Show, Richard and financial advisor Don Duncan discuss how to deduct charitable contributions from your taxes.
Estate Planning 101
This week on the Richard Eeds Show, Richard and Don Duncan discuss the importance of proper estate planning. Don also congratulates Ashley Gorman on passing her certified financial planning designation exam.
Investing in Real Estate During Retirement
Financial advisor Don Duncan and radio host Richard Eeds discuss investing in real estate in retirement and the importance of building a diversified stream of cash flow.
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.
Proposed Tax Changes
Radio host Richard Eed and financial advisor Don Duncan discuss the proposed tax changes under the Building Back Better Plan.
The Great Reassessment
Reassessing your work or life plans? You’re not alone. Don Duncan and radio host Richard Eed discuss reassessing your priorities and motivations.
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.
Education Tax Credits & Tax Considerations for Retirement
On the Richard Eeds Show, Don Duncan reviews education tax credits and tax considerations for retirement.
New Mexico’s Education Plan
Radio show host Richard Eeds and financial advisor Don Duncan discuss paying for your children’s college education and New Mexico’s education plan.
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.
Traders, Investors, and Market Sectors
On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss market sectors and the difference between a trader and an investor.
Risks and Contingencies
On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss planning for risk and life’s contingencies.