Duncan Funding Partners

07/23/2024

Why long(er)-term planning could save your finances.

07/16/2024

Here are 6 big things to consider.

07/09/2024

What could go wrong––and how to get it right.

07/02/2024

Lifespans are increasing, here are 6 things to consider.

03/07/2023

Learn how to leverage the fresh start effect

02/21/2023

Here's how to get a clean slate, New Year or not

02/14/2023

Find out how to forge better habits that stick

11/07/2022

The current economic downturn has been hard on everyone, as of year to date (November 2022) the S&P500 index has declined by over 23%. This has caused many people to lose a significant portion of their retirement savings. For those...

10/25/2022

When was the last time you didn’t do something or buy something because of inflation? For many, inflation is changing their outlook on money and spending choices. Learn how to make better financial decisions – NO MATTER what happens with inflation. Take this quick 7-question quiz to test your inflation knowledge. Check it out!

You could be surprised by the answers or your score

10/22/2022

https://youtu.be/gWGHHtMl248

Do you want to retire with a six-figure income? It's not impossible!

I'll share some tips on how to save money and invest for retirement, so you can live the life you've always wanted. Don't wait - start planning for your six-figure retirement today!

Book a call today!

https://www.duncanfunding.com/book-a-call

Explore Kai-Zen®: The Five Pay Retirement Calculator

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Robert Duncan CFP®
Vice President Duncan Funding Partners
12707 High Bluff Dr. Ste 200
San Diego, CA 92130
CA Insurance #: 0M15832