Tag: Santa Fe
On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss assessing and managing risks in relation to your goals.
Don’t Neglect Having a Back-Up Plan
On The Voice of Santa Fe, Richard Eeds and financial advisor Don Duncan discuss the importance of preparing for life’s contingencies by having a financial back-up plan. And, Don shares a personal anecdote from his past – how he had to pivot from his original plan to become a professional wrestler!
Document, Divide & Delegate
This week, Richard Eeds and financial advisor Don Duncan discuss the importance of having a financial back-up plan for your household. How? Document, divide & delegate.
In this radio show, Don Duncan and Richard Eeds discuss stimulus checks, inflation, Treasury inflation-protected securities (TIPS), and macroeconomic trends.
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).
The Voice of Santa Fe – Who to Share Your Financial Information With
Don Duncan and Richard Eeds discuss sharing your finances and estate plans with family and the latest unemployment insurance fraud schemes.
The Voice of Santa Fe – Organize Your Financial Situation
Don Duncan spoke with Richard Eeds on the “Voice of Santa Fe” about the steps you can take to help organize your financial situation.
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.
The Voice of Santa Fe – Managing Your Money
Richard Eeds interviewed Don Duncan on the “Voice of Santa Fe” to discuss retirement plans, economic forecasts and the Chicago Bears.
The Voice of Santa Fe – New Year’s Financial Resolutions
Don Duncan spoke with Richard Eeds on the “Voice of Santa Fe” to discuss New Year’s financial resolutions and the economy in 2021.
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.