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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Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Investors who put off important investment decisions may face potential consequence to their future financial security.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential capital gains taxes due on your transactions.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
It's easy to let investments accumulate like the junk in a junk drawer.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
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Smart investors take the time to separate emotion from fact.
What does your home really cost?