Private Wealth Management For Select Individuals
At Dunlap & Associates Wealth Management, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Couples may be able to head off many of the problems in a marriage that money can cause.
There are common mistakes you can avoid when saving for retirement.
For many, retirement includes contributing their time and talents to an organization in need.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
To choose a plan, it’s important to ask yourself four key questions.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Here are five facts about Social Security that might surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Smart investors take the time to separate emotion from fact.
What is your plan for health care during retirement?