Welcome to Davis Williams Wealth Management
So much depends on a good plan. It’s true of baking a cake, planting a garden, and coaching a Little League team. It’s true of building an addition to your home. It’s true of building a rocket to travel to the moon. A successful retirement life is no different. The key is a good plan.
Did you know, however, that planning for retirement does not have to be rocket science? It can be pretty straightforward. However extraordinary a rocket launch seems, it’s based on immutable laws of gravity, propulsion, mass, and so on. Such laws never change, and so a rocket launch is predictable. Although your retirement is not predictable, it can be engineered through a planning process - a good plan.
We want you to approach retirement feeling confident that your hopes and your wishes, the lifestyle you now enjoy and the dreams you hope to achieve, could soon be a reality.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
A quick look at how federal income taxes work.
An inside look at how marginal income tax brackets work.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Have you explored all of your choices when it comes to managing your taxable income?
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
How will you weather the ups and downs of the business cycle?