DORKAN FINANCIAL GROUP INC. helping our clients obtain peace of mind through smart decision making!
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We were named Top independent Insurance, and Employee benefit firms by Smart CEO Magazine, The Journal, and Mutual Fund Magazine!
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
We also provide services to help Insurance advisors, CPA firms and Property and Casualty insurance firms grow! If this is you please click on the, "Insurance Advisors" tab under the, "About Us" tab above!
Newsletters
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.