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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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
What does your home really cost?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.