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 Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How to help determine life insurance needs to provide for your family after you pass away.
For many, retirement includes contributing their time and talents to an organization in need.
A letter of instructions provides additional and more personal information regarding your estate.
Military families face unique challenges, making personal finance even more critical.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Purchasing homeowners insurance is critical for protecting your home.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A quick history of the Federal Reserve and overview of what it does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations? Here are three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”