Dunncreek Advisors LLC

10/08/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

10/06/2026

Planning to retire in five years? Use this pre-retirement checklist covering income, Social Security, Medicare, taxes, investments, cash flow, and estate planning.

09/29/2026

Learn how behavioral biases like recency bias and herd behavior can affect investment decisions, and how an emergency fund can support long-term financial planning.

09/24/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

09/23/2026

Join us on Saturday, September 26th for our Open House.

Find additional information/ register at:
https://www.dunncreekadvisors.com/events

09/22/2026

Turning 50 is a great time to review your retirement plan. Learn six key retirement planning steps, from saving and taxes to healthcare and legacy planning.

09/18/2026

A lot of retirees say the same thing lately: “I’m not doing anything differently, but things feel more expensive.”

That’s because costs often increase gradually, not all at once. Property taxes, insurance, repairs, and healthcare tend to creep up over time.

A helpful habit is to revisit your spending once a year, just to see what has changed. You may not need to cut back, but having a clear view of where your money is going can make it easier to stay in control.

Visit our website to learn more: https://www.dunncreekadvisors.com/comprehensive-financial-planning-services

09/17/2026

Join Dunncreek Advisors, LLC c/o MFG Financial Advisors on September 26 for an Open House- featuring food, drinks, and more fun than a well-strategized retirement!

I look forward to the chance to express a heartfelt “thank you.”

Find more information/ register here:
https://www.dunncreekadvisors.com/events

09/17/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

09/15/2026

Avoid costly Medicare mistakes at 65. Learn how to navigate enrollment, Medigap, COBRA, HSAs, IRMAA, Medicare Advantage, drug plans, and long-term care.