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.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It's important to understand how inflation is reported and how it can affect investments.
When to start? Should I continue to work? How can I maximize my benefit?
Even if you’re young and single, you should still consider protecting yourself.
When considering life insurance, it's important to understand your options.
What can be learned from the savings rate?
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
How will you weather the ups and downs of the business cycle?
There’s an alarming difference between perception and reality for current and future retirees.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.