Dugas & Associates Insurance and Financial Services

10/19/2026

Can you see your entire financial picture at a glance?

Asset-Map helps organize your finances into a clear visual overview so you can make more informed decisions about your future.

Learn more about Asset-Map and get started here: https://dugasassociates.com/asset-map/

10/15/2026

Medicare Open Enrollment starts today!

Now is a great time to review your coverage and make sure it still aligns with your healthcare needs and retirement goals.

Questions about how healthcare costs fit into your retirement plan? Contact our team to start the conversation.

10/13/2026

Today is Breast Cancer Awareness Day.

Breast cancer has touched the lives of countless individuals and families, reminding us of the importance of early detection, regular screenings, and ongoing support for those affected.

This October, we join communities across the country in raising awareness and encouraging conversations that can make a difference. Whether it's scheduling a screening, supporting a loved one, or contributing to a cause you care about, every action matters.

10/09/2026

Many clients are surprised to learn that our conversations often go beyond investments.

Financial planning works best when all of the pieces are considered together.

If there's an area of your financial life you'd like to discuss, contact our team to schedule a review. https://dugasassociates.com/contact-us/

10/05/2026

Your wealth is about more than the dollars in your accounts. It's about the life you're building and the goals you're working toward.

Our personal advisory program provides you with steps designed to your individual dreams and goals, always with your future in mind. From retirement planning and tax strategies to estate planning coordination and legacy planning, we're here to help you see the bigger picture.

Learn more about our comprehensive planning approach and the services we offer: https://dugasassociates.com/our-services/

10/02/2026

Financial planning is about more than managing investments.

A comprehensive plan can include retirement income strategies, tax-efficient planning, estate planning coordination, legacy planning, and solutions designed for business owners. During Financial Planning Month, it's a great time to make sure all the pieces of your financial life are working together.

Have questions about your plan? We're here to help. https://dugasassociates.com/contact-us/

09/30/2026

What's one hard thing you've done recently that paid off? Challenge isn't always comfortable, but it can help us grow in ways we never expected.

Explore the science behind why doing difficult things can be worth it.

We tend to avoid difficulty even when the results will be better, but challenge has benefits. Discover benefits of challenge and ways to increase desirable difficulty.

09/28/2026

Ready to see your financial life in a whole new way?

Asset-Map gives you a visual snapshot of your complete financial inventory so you can better understand where you are and where you're headed. Let’s start the conversation and build your Asset-Map together.

Get started here: https://dugasassociates.com/asset-map/

09/25/2026

🍂 Fall into better financial habits this season.

Just as we declutter our homes and prepare for a new season, fall is the perfect time to tidy up your finances. Take a few moments to review your budget, evaluate subscriptions, organize important documents, check your emergency fund progress, and make sure your beneficiary designations are up to date.

Small steps today can help create greater financial clarity for tomorrow.

🍁 Which financial "fall cleaning" task is on your list this year?

09/22/2026

🍁 Welcome, Fall!

Just as nature prepares for a new season, fall is a great time to revisit your goals and make sure you're on track for the rest of the year.

Whether you're focusing on family, retirement, or future milestones, a little planning today can help bring clarity for tomorrow.

What goals are you hoping to accomplish before year-end?