Dugas & Associates logo
  • Our Process
    • Your Financial Planning Journey
  • Services
    • Our Services
    • Financial Planning
    • Wealth Management
    • Needs Analysis
  • Clients
  • About Us
  • Resources
    • Blog
    • News & Insights
    • What We Do For You
    • Weekly Market Commentary
  • Contact Us
The Great Wealth Transfer: How Women Can Prepare to Manage Inherited Wealth

The Great Wealth Transfer: How Women Can Prepare to Manage Inherited Wealth

by Giada Mannino | Jan 26, 2026 | Financial Insights, Investing

A great wealth transfer is coming as the Baby Boomer generation moves on, and women are likely to be the largest beneficiaries of passed-down wealth. Women are also building their own wealth despite continuing gender wage discrepancies between men and women. Women...
What You Need to Know about Credits and Deductions for the 2025 Tax Season

What You Need to Know about Credits and Deductions for the 2025 Tax Season

by Giada Mannino | Jan 22, 2026 | Financial Insights

The 2025 tax season is approaching, so be prepared for any changes that could affect your return. As credits, deductions, and tax laws change frequently, it pays to plan ahead to get all the tax breaks you deserve and take advantage of deductions and credits you...
Navigating Market Volatility: Financial Strategies for Retirement Savers

Navigating Market Volatility: Financial Strategies for Retirement Savers

by Giada Mannino | Jan 15, 2026 | Financial Insights, Retirement

Market uncertainty occurs when investors find it challenging to analyze current and future market conditions due to market volatility. Various factors, such as inflation, central bank policy changes, interest rate fluctuation, investor behavior, unemployment news, and...
Preparing the Next Generation: The Right Time to Start the Inheritance Conversation

Preparing the Next Generation: The Right Time to Start the Inheritance Conversation

by Giada Mannino | Jan 8, 2026 | Estate and Legacy Planning, Financial Insights

At what age should you start discussing inheritance with your children? Estate planning and inheritance, while complex topics, should be an ongoing discussion with your family. Even in their late teens, twenties, and thirties, children can benefit from understanding...

Recent Posts

  • How to Get Your Finances Retirement‑Ready: 6 Wealth Planning StrategiesApril 30, 2026
  • Looking to Optimize Your Social Security Benefits for a Stronger Retirement?March 30, 2026
  • The great wealth transfer
    The Great Wealth Transfer: How Women Can Prepare to Manage Inherited WealthJanuary 26, 2026

Categories

  • Estate and Legacy Planning
  • Financial Insights
  • Investing
  • Retirement
  • Uncategorized

Sign Up for Updates

Durango Office

Phone | 970.259.1379

Fax | 970.259.2801

Albuquerque Office

Phone | 505.554.3590

Fax | 505.554.3635

john.dugas@prudential.com

Get Started

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Dugas & Associates.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Enterprise Form CRS

Check the background of this investment professional associated with this site on FINRA’s BrokerCheck.

John Dugas | CO | 1485 Florida Rd., Building C Suite 204, Durango, CO 81301 | CA Insurance Lic #0K01990