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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Earnings season can move markets. What is it and why is it important?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
It's important to understand how inflation is reported and how it can affect investments.
Four vacation destinations you might never have thought of.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How do the markets usually react to elections? Was the 2016 election any different?
A bucket plan can help you be better prepared for a comfortable retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn how to harness the power of compound interest for your investments.
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.