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We are a full-service financial firm committed to helping people pursue their financial goals.

Welcome to Dunlap Gill Wealth Management Group. Through our website, we hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial fitness. We're here to help educate you about the basic concepts of wealth coaching and wealth management. We want to share more about who we are, our processes, and offer timely educational videos to help you along your journey. We hope you take advantage of this resource and visit us often. Share with your family and friends, download our mobile app, and like us on Face Book. We are here for you!

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Helpful Content

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Social Security: Two Benefit Strategies Eliminated

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Acres of Diamonds

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

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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