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The Cycle of Investing Perception vs. Reality Women & Retirement Ready for Retirement?

Investments

investments

Less risk. Preserving assets. 

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Wayne R. Davies

Meet Wayne

Estate Planning

estate planning

Preserving estates. Ensuring legacies.

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Taxes

taxes

Competence in filing, coordinated with investments.

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Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return—perhaps, more important.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

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.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

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

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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