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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator shows how inflation over the years has impacted purchasing power.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A quick look at how federal income taxes work.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
How to help determine life insurance needs to provide for your family after you pass away.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you explored all of your choices when it comes to managing your taxable income?
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.