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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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Around the country, attitudes about retirement are shifting.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Here's a breakdown of how the federal government spends your tax money.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Making the most of surprises is a great reason to work with us.
There are hundreds of ETFs available. Should you invest in them?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that vacation home, you invested the money?