Don’t get caught in a financial storm, anchor yourself in a secure harbor. At Davis Wealth Management we assist our clients in any type of financial sea that they may be facing. We offer stability whether your financial sea is calm or has hit rough waters.
We believe that one type of investment does not fit all. We feel it is important for our clients to understand what investment options are available to them. We will closely examine your individual finances of what you have done in the past, what you want to do now, and help make your dreams a reality.
As an independent financial planning firm, we speak in behave of our clients and their concerns instead of any specific company. There are many financial establishments who recommend investment products that are created by the parent of subsidiary business entities, we have no such ties. Our individuality is key to delivering comprehensive recommendations.
We listen, we direct and we work to help make your dreams attainable. At Davis Wealth Management you will be working with a Certified Financial Planner who has invested years in gaining knowledge and implementing that knowledge to assist clients in all aspects of their finances. With our investment experience, education and the universe of investment options available, we help to protect you from uncertainty and help prepare you for a prosperous future.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
It's important to understand how inflation is reported and how it can affect investments.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Beware of these traps that could upend your retirement.
Can you keep up with your children’s mobile slang?
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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.
There are three things to consider before dipping into retirement savings to pay for college.