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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
This worksheet can help you estimate the costs of a four-year college program.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
However exciting retiring abroad may sound, it deserves considerable planning.
An increasing number have been developed to help individuals with their personal finances.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learning more about gold, and its history, may help you answer that question.