Duncan Financial
Duncan Financial is an independent financial services firm committed to providing our clients with a direct approach to financial planning.
We are excited to share the news that we have merged our firm with Beacon Pointe Advisors! For future updates from our Duncan Financial advisory team, please like/follow the Beacon Pointe page.
The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
05/11/2022
Are you overpaying your ? Here’s five overlooked .
Five Most Overlooked Tax Deductions Five overlooked tax deductions to help manage your tax bill.
04/27/2022
Marginal tax bracket and holding period affect capital gains taxes. Learn more.
Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.
03/30/2022
When was the last time you paid yourself first?
Pay Yourself First It sounds simple, but paying yourself first can really pay off.
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Address
5973 Avenida Encinas, Ste 210
Carlsbad, CA
92008
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |