Dukes Financial

This 4th of July, let's unite in the spirit of freedom and the pursuit of happiness. Happy Independence Day to you and your loved ones!

Don't leave your retirement savings behind when you switch jobs. Money's guide to 401(k) rollovers can help you take control of your finances.

401(k) Rollover: A Beginner's Guide Learn more about 401(k) rollover to IRA here.

Starting early and practicing what you preach can help you raise disciplined savers despite today’s focus on fear of missing out (FOMO) and instant gratification.

Three Ways to Teach Your Kids to Save Money Starting early and practicing what you preach can help you raise disciplined savers despite today’s focus on fear of missing out (FOMO) and instant gratification.

No two annuities are the same, and fixed indexed annuities have exploded in popularity. Here are some tips to keep in mind when looking for a good FIA.

How to Find Fixed Indexed Annuities That Work for You No two annuities are the same, and fixed indexed annuities have exploded in popularity. Here are some tips to keep in mind when looking for a good FIA.

Developing a resilient long-term plan is more important than ever as more women fear being blindsided by outside events despite doing all the right things.

How Can Women Worried About Retirement Stay on Track? Developing a resilient long-term plan is more important than ever as more women fear being blindsided by outside events despite doing all the right things.

Figuring out first which kind of beneficiary you are will make it easier to grasp the rules and timing on required distributions.

Inherited Retirement Plan? How to Easily Understand Payout Rules Figuring out first which kind of beneficiary you are will make it easier to grasp the rules and timing on required distributions.