Dukes Financial

You’re not alone if you feel like time is running out for you to save, but taking advantage of workplace benefits, increasing the percentage of what you save and more can help.

It’s Not Too Late to Save for Retirement: Five Ways to Step It Up You’re not alone if you feel like time is running out for you to save, but taking advantage of workplace benefits, increasing the percentage of what you save and more can help.

This 4th of July, let's unite in the spirit of freedom and the pursuit of happiness. Happy Independence Day to you and your loved ones!

Here’s a standard order for when you should tap which account when you’re in retirement.

Which Retirement Accounts Should You Withdraw From First? Here’s a standard order for when you should tap which account when you’re in retirement.

Don't leave your retirement savings behind when you switch jobs. Money's guide to 401(k) rollovers can help you take control of your finances.

401(k) Rollover: A Beginner's Guide Learn more about 401(k) rollover to IRA here.

Starting early and practicing what you preach can help you raise disciplined savers despite today’s focus on fear of missing out (FOMO) and instant gratification.

Three Ways to Teach Your Kids to Save Money Starting early and practicing what you preach can help you raise disciplined savers despite today’s focus on fear of missing out (FOMO) and instant gratification.

For many of us, the idea of consulting with a financial adviser is too intimidating. But it doesn’t have to be this way. Contact our office today!

Retirement Planning: Three Questions To Ask Your Potential Financial Adviser SPONSORED CONTENT FROM UNBIASED

No two annuities are the same, and fixed indexed annuities have exploded in popularity. Here are some tips to keep in mind when looking for a good FIA.

How to Find Fixed Indexed Annuities That Work for You No two annuities are the same, and fixed indexed annuities have exploded in popularity. Here are some tips to keep in mind when looking for a good FIA.

Developing a resilient long-term plan is more important than ever as more women fear being blindsided by outside events despite doing all the right things.

How Can Women Worried About Retirement Stay on Track? Developing a resilient long-term plan is more important than ever as more women fear being blindsided by outside events despite doing all the right things.

Inflation, rising rates and market gyrations can actually make this a good time to clarify your vision for the future and ensure your portfolio matches those goals and protects against risk.

Volatility Doesn’t Have to Spell Retirement Planning Trouble Inflation, rising rates and market gyrations can actually make this a good time to clarify your vision for the future and ensure your portfolio matches those goals and protects against risk.

Figuring out first which kind of beneficiary you are will make it easier to grasp the rules and timing on required distributions.

Inherited Retirement Plan? How to Easily Understand Payout Rules Figuring out first which kind of beneficiary you are will make it easier to grasp the rules and timing on required distributions.

Did you know that teaching your kids about money at a young age can help set them up for financial success later in life? Use Father's Day as an opportunity to start the conversation.

Savings accounts are growing across the U.S., in a strong rebound from last year. How can savers get the most bang for their buck?

Americans' Savings Now Exceed $1 Trillion. Here's How to Maximize Your Returns Savings accounts are growing across the U.S., in a strong rebound from last year. How can savers get the most bang for their buck?