More than Management
John Herron leads the Duluth team who benefit from varied backgrounds and comes together around a strong foundation built upon financial planning and an abiding concern for their clients. It is their mission to not only help you grow your wealth, but to see you accomplish all of your personal and financial goals. They are deeply honored with trust placed in them and work hard to earn that trust every day. If they’ve not yet met you, they look forward to the opportunity.
Team Duluth
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Team Duluth
Insights
Secure Your Digital Legacy: Assigning a Legacy Contact
In today’s digital world, smartphones store our most personal data. From photos and messages to important documents, these devices hold key aspects of our lives. But what happens to this […]
2026 Tax Cuts on the Horizon
In our last newsletter, we touched on the sunsetting The Tax Cuts and Jobs Act (TCJA). On January 1, 2026, the tax cuts are scheduled to expire. Regardless of whether […]
Dig into Estate Planning
Before the busy holiday season begins, it may be time to dig into estate planning if you have not already. Estate planning can be an ominous beast, but it doesn’t […]