Blog
Take your financial knowledge to the next level by following our blog. Whether you're saving for your future or wondering what it takes for a successful retirement, Bob Davis, CFP® will help you bring your future into view.
Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...
Read More
Why Estate Planning Is Important Today
Plan for tomorrow, today.That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about death. But this...
Read More
401(k) Millionaires
Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently.CNBC reported on findings that place 401(k) accounts at...
Read More
A 6.1% Bump in Social Security?
Social Security Benefit Increase? The news keeps getting better for Social Security recipients. It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most...
Read More
Teenage Wage-Land
Summer jobs are a perennial aspect of the American workforce. It’s a time when teenagers are filling out applications and, in many cases, earning wages of their own for the first time. But some of what we’ve become...
Read MoreShow All
Thinking About Summer Travel Plans
Summertime rouses our desire to hit the road (or the airport) and travel. Here are a few things you’ll want to consider before you take off.Employment Issues for Airlines: Airlines have canceled hundreds of flights due to...
Read More529 Plan Contributions
In most states, December 31 is an important deadline for parents and grandparents contributing to 529 plans. To qualify for a state tax credit or deduction this year related to your contribution, you may have to meet that year-end...
Read More
How COVID-19 Caused a “She-Cession”
Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically...
Read More
How Much Money Will You Actually Need for Retirement?
"Will I outlive my retirement money?" That's one of the top fears for people who are starting to prepare for their retirement years.So I have to chuckle a bit when I see headlines that say, "Here's how much money Americans think they...
Read More