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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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.