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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Inflation Protection for Investment Dollars
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
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New Life for Your Old Insurance Policy
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
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How Much Life Insurance Do You Need?
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.