Duncan Financial Group

06/02/2026

Summer travel plans? You're not alone...but you're not alone in staying home either.

New data from NerdWallet reveals that 42% of Americans would rather stay home than book budget travel this summer. That's a staggering number!

And it's not just about the cost - it's about feeling financially secure and confident in your financial decisions.

According to the 2026 Summer Travel Report, nearly half of Americans (45%) plan to take a summer vacation.

But it's clear that financial uncertainty is a major barrier to travel.

Whether you're feeling the pinch of last year's expenses or just want to feel more financially stable, you're not alone.

We're here to help you achieve your financial goals and live life on your own terms. Our team of experts can help you create a personalized financial plan that aligns with your values and goals - so you can travel with confidence, invest in your future and achieve financial freedom.

Let's work together to make your summer travel dreams a reality!

06/01/2026

If your retirement plan is confusing, rarely used, or poorly communicated, your top employees may already be looking elsewhere. 😰

A well-designed, clearly explained retirement plan should be one of your most effective retention tools.⚒️

If you are unsure whether your retirement plan truly supports your team, schedule a consultation with us today.

05/29/2026

Tax season may be over, but planning ahead never takes a vacation.

We’re all glad to see the April 15th deadline behind us, but here’s a little secret: the best way to avoid next year’s last-minute rush and headaches is to start planning now.

Many Americans spend billions of hours each year just trying to navigate the complex world of income taxes - and that’s before you even get to the fun part: actually doing the work.

The good news?

With a little proactive planning, you can make next year’s tax season smoother and less stressful.

One of our blog posts breaks down how income taxes work, from understanding gross income to deductions and credits, and shares tips on how to get started early.

Whether it’s adjusting your withholdings, maximizing deductions or exploring tax credits, a little preparation today can save you time and money down the road.

Don’t wait until the last minute - be your own best advocate.

To learn more, schedule a meeting with one of our financial professionals today; because when it comes to taxes, the early bird truly gets the worm!

https://hubs.la/Q04bBHZt0

How Income Taxes Work Taxpayers and businesses spend an estimated 7.1 billion hours a year complying with tax-filing requirements, which is worth $388 billion in economic […]

05/28/2026

We're still buzzing from the amazing experience of this year's Innovate conference!

Innovate is the Duncan Advisor Resources annual branch meeting that brings together the brightest minds in the financial industry! 🌟

Some of our team members had the opportunity to attend this 3-day conference at the Omni Resort in Hilton Head last week, and it was incredible to see them in action.

From thought-provoking discussions on industry trends and best practices to spirited debates on the latest financial strategies, is always the ultimate platform for collaboration, networking and learning.

We're grateful for the opportunity to connect with fellow financial professionals, share knowledge and grow together. And, if you know our crew, you know we had to sneak in some fun along the way!

Peep some of the amazing moments from and get ready to see the impact of this incredible experience on our team's work!

05/27/2026

We are pleased to welcome Patrick Williams to the Duncan Financial Group team. 👏

Patrick joined us in April as a life sales strategist in our Life Brokerage General Agency. Patrick brings over 16 years of experience as a client-focused financial advisor and former agency owner, serving clients across two states with insurance and investment solutions. He’s known for building strong relationships, delivering results, and leading with a compliance-focused, fiduciary mindset.

Outside of work, Patrick enjoys reading fiction and history, writing and storytelling, traveling to new places, exploring local restaurants, and cheering on EPL soccer on the weekends.

Please join us in welcoming Patrick to the team. 🎉

05/26/2026

Golf outing season is in full swing. Last week, John Duncan and several close friends were honored to participate in the Pine Springs Camp Golf Outing. ⛳

Duncan Financial Group is proud to sponsor this event, which helps Pine Springs provide financial assistance so more families can send their children to camp. Now more than ever, kids need camp, new friendships, and meaningful experiences and we are grateful to support that mission in a small but important way.

05/22/2026

Please note that our offices will be closing early at 12:30 PM on Friday, May 22 in observance of Memorial Day weekend. 🇺🇸

We will also be closed on Monday, May 25, and will resume normal business hours on Tuesday, May 26.

We hope everyone has a safe and enjoyable holiday weekend as we remember and honor all who died while serving our great nation.💙

05/21/2026

Last Friday, we had the opportunity to welcome a group of Norwin juniors to Duncan Financial Group through our partnership with The Challenge Program!

Students signed up based on their interest in learning more about Duncan and the different career paths within our organization. Throughout the day, our department leaders shared insights into each line of business, our CEO Brian Duncan spoke about who we are and what we do, and the students wrapped up the experience with a fun game of Jeopardy! 🎉

We’re grateful for the chance to connect with the next generation, share industry knowledge, and support students as they explore future career opportunities. Thank you to Norwin and The Challenge Program for a great partnership!

05/20/2026

Please join us in welcoming Anntonette Avery to our team!! 🎉

Anntonette joined us in March at our L. Calvin Jones & Co. office, where she works in our Surety Department. She’s excited to gain hands-on experience while contributing to a role focused on organization, accuracy, and process-driven work.

Outside of work, Anntonette enjoys spending time with her daughters and trying new foods and hobbies. We’re excited to have her on the team! Welcome, Anntonette! 👏

05/19/2026

The best time to start planning for your future was yesterday. The second best time is today. 💡

Small, consistent habits can make a huge impact over time, especially when it comes to retirement savings. Start with your employer match, increase contributions when you can, and let time do the heavy lifting.💪

If you don't know where to start or if you're on the right track, give our team a call today!☎️