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: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.