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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Knowing your options when a CD matures can help you make a sound investment decision.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
When considering life insurance, it's important to understand your options.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
What does your home really cost?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
With alternative investments, it’s critical to sort through the complexity.