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.
Saving for College 101
Here’s a crash course on saving for college.
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?
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This worksheet can help you estimate the costs of a four-year college program.
A quick look at how federal income taxes work.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
It's important to understand the pros and cons when considering a prepaid debit card.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Smart investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
Are you ready for retirement? Here are five words you should consider.
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.
$1 million in a diversified portfolio could help finance part of your retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.