Duncan Funding Partners

Longevity can Impact Retirement Why long(er)-term planning could save your finances.

Preparing for Longevity in Retirement Here are 6 big things to consider.

Longevity & Retirement Planning What could go wrong––and how to get it right.

How to Plan for a Long(er) Retirement Lifespans are increasing, here are 6 things to consider.

Making Positive Life Changes Doesn't Have to Be Hard Learn how to leverage the fresh start effect

The Keys to Achieving Real Change & a Fresh Start Here's how to get a clean slate, New Year or not

How the Fresh Start Effect Can Make Life Better Find out how to forge better habits that stick

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...

It's time to take advantage of the market!

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!

Will You Get 100% on 7 Questions About Inflation? You could be surprised by the answers or your score

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

https://www.myilia.com/agent-link/b245a1d3-fae6-473f-a45a-dc8fa5f50d10

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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

There’s a lot of confusion around inflation. Will prices come down soon? Will things get worse before they get better? Our expectations of inflation can have real power over financial decisions. Don’t make fear-based decisions – take this quick 2 minute true/false quiz to find out what you REALLY know about inflation.

7 True/False Questions To Test Your Inflation Knowledge This quiz could change what you think about inflation

San Diego investors, what do you really know about inflation? We can’t predict it, BUT if you know the facts you can keep your cool and make smarter choices when costs rise. Answer 7 simple questions in this inflation quiz to find out what you really know. Check it out!

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