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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Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Life and Death of a \$20 Bill
How long does a $20 bill last?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There are things about Social Security that might surprise you.
Gaining a better understanding of municipal bonds makes more sense than ever.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
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.
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 a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.