Private Wealth Management For Select Individuals
At Dunlap Wealth Strategies Group, 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.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
It's important to make sure your retirement strategy anticipates health-care expenses.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A change in your mindset during retirement may drive changes to your portfolio.
To choose a plan, it’s important to ask yourself four key questions.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are nearly 1,200 ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.