Get Answers
10,000 Americans turn 65 each and every day. Most of these people have questions about retirement too. Questions like: Can I afford to retire? When should I start taking my Social Security? How can I protect my retirement accounts if the stock market crashes like it did in 2008?
If you have questions, I might be able to help you get answers. I teach couples strategies to protect their savings, maximize their social security, and create a retirement income from their savings. |
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Sign up for my monthly newsletter and I'll send you my FREE report, The 7 Money Mistakes Retirees Make in the First Years of Retirement.
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If you would like to explore the possibility of working together, call me today at 508 337-9400. The phone rings right at my desk and if I'm free, I'll pick right up. |
Best,
Steve Davis, CERTIFIED FINANCIAL PLANNER™
Davis Financial, Mansfield, MA
Newsletters
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.