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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Being healthy not only makes you feel good, it may also help you financially.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Second marriages are a trigger event to revisit any existing estate strategies.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Purchasing homeowners insurance is critical for protecting your home.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: right now.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
How will you weather the ups and downs of the business cycle?