Duncan Financial

Duncan Financial

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Duncan Financial is an independent financial services firm committed to providing our clients with a direct approach to financial planning.

07/29/2022

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.

06/01/2022

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

www.duncanfinancial.com

Five Most Overlooked Tax Deductions 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.

Capital Gains Tax Estimator 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.

Pay Yourself First 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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Telephone

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