Dunnigan Financial Group

09/03/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

08/31/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

08/27/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

08/24/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

08/20/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

08/17/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

08/13/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

08/10/2026

An ILIT could play a role in your estate strategy.

08/06/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

08/03/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.