Fiscal Fitness

  If any of you aren’t sure about what I can do for you and how the fee-only financial planning process works, this may help: I work like a personal trainer does, except I work on your fiscal fitness! The analogy isn’t original and it is a little simplistic but it does make sense. Just like a personal trainer: We have to do an assessment. What kind of shape are you in now? This isn’t to judge you,...

A Resolution Worth Keeping

While most New Year’s resolutions are worth keeping. Those associated with your happiness, health and wealth should receive priority. And, necessarily, as a personal financial planner, I have to advocate for those resolutions relating to your financial security. If you have peace of mind surrounding your financial situation, it makes dealing with the other obstacles life throws your way less overwhelming. The basics...

What, Exactly, Does William Do?

Ask 10 people what a financial planner is and you’re likely to get 10 different answers. The trouble is: all of the answers may be correct, depending on the financial planner. My name is William Duncan, the founder of Duncan Financial Planning, LLC of Henderson, Nevada. I’m not going to attempt to answer the question for other financial planners. I’m going to tell you what I do. First, I’m not in competition with the...

One Estate Planning Benefit for Nevada Residents

Want a tip that isn’t widely known outside of the affluent, in-the-know circles? Most of us either have, or are familiar with, a Payable on Death (POD) bank account. You designate a beneficiary on the account and the account transfers to that beneficiary upon your death. However, most of us don’t know that in Nevada you can also have a beneficiary deed (transfer-on-death deed) set up to transfer your house upon your...

What Can a Financial Planner Do for Me?

If you work in a successful business, you understand goals are set and plans are created to achieve those goals. This process simplifies your job by allowing you to focus on what’s important. That’s what a financial planner can do for your personal life. A personal financial planner will work with you to clarify your goals and give you guidance to obtain the goals. Many people find it freeing to think of their...