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At Davis Wealth Management, LLC, we understand that retiree and pre retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, market fluctuations, the impact of inflation, taxation, and rising healthcare costs.
At Davis Wealth Management, LLC, we have made a commitment to providing excellence in everything we do for our clients. As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and loved ones. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
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Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Six overlooked tax deductions to help manage your tax bill.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Bonds may outperform stocks one year only to have stocks rebound the next.
Protect yourself against the damage that your homeowners policy doesn’t cover.
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Calculating your potential Social Security benefit is a three-step process.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are five facts about Social Security that might surprise you.
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