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. |
|
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.
|
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
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
-
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.
-
Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.