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
-
HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
-
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
-
SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
-
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?