Social Security: By the Numbers Retiring the 4% Rule Safeguard Your Digital Estate Building
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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.

 







 

Helpful Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Estate Management 101

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.

 

How Income Taxes Work

A quick look at how federal income taxes work.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Other Sure Thing

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.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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