Dunagan Associates Financial Services

Dunagan Associates Financial Services

At Dunagan Associates we offer a wide range of products and services that can support you in your pursuit of a secure and thriving financial picture.  Our financial services division is led by Alton “Boz” Green, an experienced Investment Advisor Representative offering securities through ING Financial Partners.  Dunagan Associates can provide advice and assistance with your important financial decisions.

When you are working with us, we are just as invested as you are

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Lease Interest

What's the interest rate on the lease you're considering?

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HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

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