Dacota Durkee at Money Concepts

Dacota Durkee at Money Concepts Dacota is a Financial Planner and President at Money Concepts.

Through personalized strategies he takes a dual-discipline approach to help his clients achieve their goals, as well as offers solutions to help them live life on their own terms.

06/03/2026

Nobody walks into a first meeting with the wrong questions. I've heard them all:

1. "I have no idea where my money actually goes."
2. "I have an old 401k sitting somewhere and I've never looked at it."
3. "I know I need life insurance. I just don't know where to start."
4. "I'm not even sure financial planning is something people like me do."

Every single one of those is the right place to begin. And I’m here to let you know that if you've been waiting until you feel more ready, you already are. Afterall, the longer you wait, the more it costs you.

“What should we actually be thinking about now that we have two kids?"I love that question because it's not really a fin...
05/06/2026

“What should we actually be thinking about now that we have two kids?"

I love that question because it's not really a financial question. It's a "we want to take care of our family and we don't know what we don't know" question. Here are some considerations:

1. Do you have enough life insurance for two dependents, not just one?
2. Is your beneficiary language still accurate?
3. Are you funding 529s for both kids, and does the math still work with your cash flow?
4. Are there tax strategies that make more sense now that your household looks different?

None of these questions are complicated to answer. They're just easy to keep pushing off (and a new baby in the house doesn't exactly free up your calendar). If you have kids and you've been meaning to revisit your plan, this is the reminder.

05/05/2026

If you meet certain conditions, you can set up and contribute to an IRA (traditional or Roth) for your spouse, even if he or she receives little or no taxable compensation for the year of the contribution. Such an IRA is commonly referred to as a spousal IRA. A spousal IRA is not, however, a special...

04/21/2026

Your tax return is full of useful information. Here are four things you could learn about your finances.

04/13/2026

Certain penalties and interest may be charged for paying and fling income taxes late.

03/31/2026

Crypto scammers are professional con artists. Here are some red flags to watch out for.

03/24/2026

The federal income tax filing deadline for most individuals is Wednesday, April 15, 2026.

03/10/2026

See the cumulative rate of inflation across key goods and services in the U.S. over the past 25 years.

03/03/2026

Find out more

03/02/2026

Please join us in welcoming Dacota Durkee to Money Concepts! We’re excited to have Dacota join our growing community of professionals who are committed to making a meaningful impact through thoughtful financial strategies and client-focused service. We look forward to the value and perspective Dacota brings to the Money Concepts network.
Welcome to the team, Dacota!

🌐 https://moneyconcepts.com
📧 [email protected]
📞 800-326-1830
🗓️ Schedule a Meeting: Calendly - 15-minute Meeting (https://calendly.com/granadosm/15min-1)

Address

89 S Maple Street
Westfield, MA
01085

Telephone

+14135570050

Website

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