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10 Atlantic Avenue
Suite #28
Marblehead, MA 01945

David K. Dugan, CFP®

781-990-1106

 
The Power of Tax-Deferred Growth Rightsizing for Retirement

Helpful Content

Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

 

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

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What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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