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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Here’s a guide to explain all the parts of Medicare.
Read this overview to learn how financial advisors are compensated.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Even low inflation rates can pose a threat to investment returns.