Posts
- (no title)
- 10 Terms Every Investor Should Know
- 10 Years and Counting: Points to Consider as You Approach Retirement
- 2020 Contribution Limits for Employer Sponsored Plans
- 2020 Important Retirement Numbers
- 2020 Year-End Tax Planning Basics
- 2023 Year-End Tax Tips
- 403(b) Plans: The Basics
- 5 Smart Retirement Planning Moves to Make in Your 50s (or Sooner)
- 529 College Savings Plans
- 529 Plans vs. Other College Savings Options
- 529 Plans: The Ins and Outs of Contributions and Withdrawals
- A Woman’s Guide to Health Care in Retirement
- ABCs of Financial Aid
- After a Massive Breach, Is Your Data in Danger?
- After a Surprising 2023, a Cautiously Optimistic Economic Outlook for 2024
- Am I Having Enough Withheld?
- Applying for a Mortgage
- Are You an Investor or a Speculator?
- Are you trusting your retirement to emotions and old wives tales?
- Asset Protection in Estate Planning
- Bank Failures Shine Light on Interest Rate Risks
- Beware of Coronavirus Scams
- Borrowers in Default on Federal Student Loans Face Collection Efforts
- Business Succession Planning
- Buying a New Car? Asking These Questions Might Save You Money on Your Auto Insurance
- Bypassing Probate
- CARES Act Creates Tax Relief
- Caring for Your Aging Parents
- Changes to Required Minimum Distribution Rules
- Changing Jobs? Know Your 401(k) Options
- Chaos in the Sky: New Consumer Protections for Weary Airline Passengers
- Choosing a Beneficiary for Your IRA or 401(k)
- Choosing an Entity for Your Business
- Choosing an Income Tax Filing Status
- Closing a Retirement Income Gap
- College Cost Data for 2022-2023 School Year
- College Cost Data Released for 2023-2024
- College Expenses: New Options for Floridians
- Common Stock vs. Preferred Stock
- Congress Tells Treasury to Expect SECURE 2.0 Technical Fixes
- Converting Your After-Tax 401(k) Dollars to a Roth IRA
- Coronavirus and Your Travel Plans
- COVID-19 Was Your Retirement Plan Test?
- Creating an Investment Portfolio
- Credit Traps for the Unwary
- Dealing with Divorce
- Designing a Benefit Package for Your Small Business
- Despite Concerns, Retirement Confidence Remains Steady
- Do Presidential Elections Actually Impact The Stock Market?
- Don’t Get Swept Up In The Recession
- Don’t Make This Massive Financial Mistake
- Don’t Let Bad Spending Habits Hurt Your Retirement Goals
- Education Tax Credits
- End of the Year Charitable Giving Tips
- Establishing a Budget
- Estate Planning and Income Tax Basis
- Estate Planning in a Pandemic
- Estate Planning: An Introduction
- Estimating Your Retirement Income Needs
- Evaluating an Early Retirement Offer
- Exceptions to the 10% Early-Withdrawal Penalty
- Expiring TCJA Tax Cuts
- FAFSA Glitches Delay College Financial Aid Awards for 2024-25
- Federal Appeals Court Blocks SAVE Student Loan Repayment Plan
- Federal Income Tax Returns Due for Most Individuals
- Federal Income Tax Returns Due for Most Individuals
- Federal Student Loan Repayment Postponed for Sixth Time
- Federal Tax Filing Season Has Started
- Federal Tax Filing Season Has Started
- Federal Tax Filing Season Starts Soon
- Federal Tax Filing Tips – The Season Has Started
- Financial Basics for Millennials
- Financial Lessons This Crisis Can Teach You
- Five Key Benefits for Military Families
- Five Keys to Investing For Retirement
- Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules
- Form CRS: Helping You Understand the Financial Professional Relationship
- Four Things Women Need to Know about Social Security
- Fundamental Concepts for New Investors
- Funding a Roth IRA
- Getting Started: Establishing a Financial Safety Net
- Growth vs. Value: What’s the Difference?
- Handling Market Volatility
- Has Being Quarantined Changed Your Thoughts of Retirement?
- Health Savings Accounts: Are They Just What the Doctor Ordered?
- Help Wanted: Why Can’t Businesses Find Enough Workers?
- Helping Aging Parents: 5 Financial Conversations to Have
- High Foreign Investment in the United States
- High Inflation: How Long Will It Last?
- Holding Equities for the Long Term: Time vs. Timing
- How Grandparents Can Help Grandchildren with College Costs
- How Much Annual Income Can Your Retirement Portfolio Provide?
- How Student Loans Impact Your Credit
- How to Protect Your Small Business from Cyber Threats
- How to Recognize and Prevent Elder Financial Abuse
- How to Ride Out Market Volatility
- How to Save for Retirement at Different Ages
- How To Save For Retirement At Different Ages
- How Will I Manage to Send My Child to College?
- Interest Rates on Federal Student Loans to Increase for 2022-2023
- Invest In Yourself For A Change
- Investment Planning: The Basics
- IRA and Retirement Plan Limits for 2021
- IRS Delays Certain RMD Regulations Until 2026
- IRS Increases Standard Mileage Rates for Last Half of 2022
- IRS Issues Guidance on State Tax Payments
- IRS Releases 2023 Key Numbers for Health Savings Accounts
- IRS Releases Standard Mileage Rates for 2023
- Is the Russia-Ukraine War a Threat to the Global Economy?
- Is The Stock Market Making You Nervous Lately?
- Is The Stock Market Making You Nervous Lately?
- Is the U.S. Economy in a Recession?
- Is the Yield Curve Signaling a Recession?
- Is This Bull Timid or Ready to Charge?
- Key Estate Planning Documents You Need
- Key Numbers Projected for 2023
- Laid Off Before You’re Ready To Retire?
- Long Term Investing and Bear Markets
- Lower Your Taxes and Save for Retirement Today!
- Maintaining Your Financial Records: The Importance of Being Organized
- Managing Bond Risks When Interest Rates Rise
- Market Jitters: S&P 500 Correction Amid Trade War Turmoil
- Market Week: January 13, 2025
- Medicare Expands Tele-Medicine Help Due To COVID-19
- Medicare Expands Tele-Medicine Help Due To COVID-19
- Medicare Open Enrollment for 2021 Begins October 15
- Medicare Open Enrollment Is Here: How Are Costs Changing for 2023?
- Money Conversation with Your Kids
- Monitoring Your Portfolio
- Myths and Facts about Social Security
- Near-Zero Rates From the Fed and What it Means For You
- Near-Zero Rates From the Fed and What it Means For You
- Net Unrealized Appreciation: The Untold Story
- New Cancellation for Federal Student Loans and Delayed Repayment to 2023
- New College Cost Data for 2021-2022 Academic Year
- New School Year, New Rates: What Borrowers Need to Know
- New Social Security Identity Verification Rule: Are You Affected?
- Not a Millionaire Yet?
- Now Might Be a Good Time for a Roth Conversion
- Nuts and Bolts: How to Roll Over Your Employer Retirement Plan Assets
- Personalization at Scale: Why Cookie-Cutter Portfolios Fail in 2025
- Plan Sponsors: Coronavirus Relief Measures
- Plan To Have Medicare Coverage For Your Winter Travel
- Planning for Marriage: Financial Tips for Women
- Prepare Now for Future Emergencies
- Qualified Charitable Contributions for 2019
- Qualifying for the Home Office Deduction
- Ranking the World’s 20 Largest Economies
- Reaching Retirement: Now What?
- Real Estate Commission Changes Around the Corner
- REAL ID Deadline Extended Again
- Recognize and Prevent Elder Financial Abuse
- Refinancing Your Mortgage
- Registered Investment Advisors
- Relief for Certain RMDs from Inherited Retirement Accounts for 2024
- Repaying Your Student Loans
- Required Distributions: Changes You Need to Know
- Required Distributions: Changes You Need to Know
- Rescuing America’s Safety Net
- Retirement Investors Get Another Boost from Washington
- Retirement Plan Limits on the Rise in 2022
- Rising Rates Join Long List of Housing Dilemmas
- Risk Tolerance Vs Risk Capacity: Knowing The Difference
- Rules of Thumb when it comes to Retirement
- Savings vs. Income in Retirement
- Secrets to a Joyful Retirement
- SECURE 2.0 Act Provides New Retirement Savings Options in 2024
- SECURE 2.0 Adds New Early Withdrawal Exceptions
- SECURE 2.0 Helps Small Employers Help Their Employees
- SECURE Act & Your Retirement
- Selling a highly appreciated asset or business and looking to lower your taxes with no need for a lump sum payout?
- Selling a Home
- Separately Managed Accounts: Tailored to Suit You
- Setting and Targeting Investment Goals
- Should You Pay Off Your Mortgage or Invest?
- Should You Use Credit Or Debit Cards For Holiday Shopping?
- Should You Worry About Market Volatility?
- Simplified Employee Pension Plans (SEPs)
- Six Keys to More Successful Investing
- Six Potential 401(k) Rollover Pitfalls
- Smart Money Moves Before Summer
- Social Security
- Social Security Planning
- Sticker Shock: Creative Ways to Lower the Cost of College
- Stimulus Payments Won’t Cut Into Your Tax Refund
- Stock Market Plunge: Have A Plan
- Summer Travel: Flying in the Pandemic
- Tax Planning for Income
- Tax Planning for the Self-Employed
- Tax Relief Legislation in Progress
- Tax Season News and Survival Tips
- Tax Tips: Homeowners Insurance
- Tax Treatment of Home Energy Rebates
- Taxation of Investments
- Taxes and Your Retirement
- Taxes and Your Retirement (Part II)
- Teaching Your College-Age Child about Money
- Test Your Knowledge of Financial Basics
- The Debt Ceiling and Deficit Spending
- The Fed Finally Cut Interest Rates. What Could It Mean for Your Finances?
- The Fed Pivots to Fight Inflation
- The Good and Bad of Retiring Early
- The Health of Social Security: Some Good News and Some Bad News
- The Importance of Diversifying Investments
- The Perils of Non-Publicly Traded Real Estate Investment Trusts (REITs)
- The Power of Dividends in a Portfolio
- The Role of Financial Transparency in Fiduciary Wealth Management
- The Shape of Economic Recovery
- The Tax Benefits of Your Retirement Savings Plan
- There’s Still Time to Contribute to an IRA for 2021
- There’s Still Time to Fund an IRA for 2022
- There’s Still Time to Fund an IRA for 2023
- There’s Still Time to Fund an IRA for 2024
- Things you really need to know about your 401K
- Time Can Be a Strong Ally in Saving for Retirement
- To Work Or Not To Work In Retirement. That Is The Question.
- Top Year-End Investment Tips
- Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle
- Transferring Your Family Business
- Trump’s New Tariffs: What You Need to Know
- Trust Basics
- Trying to Time the Market?
- Turn that Summer Job into Financial Security and Education
- U.S. Banking Crisis: Should You Be Worried?
- Umbrella Liability Insurance
- Understanding IRAs
- Understanding Social Security
- Understanding Your Credit Report
- Unlock Savings: Tax Deadlines & Extensions
- UPDATE: RMD Requirements
- Updated Stimulus Check Info
- Watch Out for These Common Tax Scams
- What Does a Strong Dollar Mean for the U.S. Economy?
- What is a 1031 Exchange?
- What is financial planning?
- What Stubborn Inflation Could Mean for the U.S. Economy
- What Will You Pay for Medicare in 2021?
- What You Should Know About the Debt Ceiling Debate
- What You Should Know About the Federal Reserve’s New Instant Payments System
- What’s the Difference Between Fee-Only and Fee-Based Financial Advisors?
- When Your Child Has Special Needs
- Why Did Retirement Confidence Falter in 2023?
- Why Working with a Fiduciary Financial Advisor Could Be the Smartest Investment Decision You Make
- Why Your Portfolio Needs Bonds
- Wills: The Cornerstone of Your Estate Plan
- With Holidays Ahead, Can Consumers Keep Carrying the Economy?
- Working With a Financial Advisor
- Year End Checklist
- Year-End Charitable Giving
- Your 401k Match is Suspended. Now What?
- Your Financial Roadmap and Life’s Journey
- Your Home as a Source of Dollars in Retirement
Pages
- 401(k) Rollover
- A Financial Advisor Perspective: 401k/Retirement plan Options
- About Us
- Alternative Investments
- Assessment Thank You
- Blog
- Book a Financial Consultation
- Business Solutions
- CAREERS
- Community Engagement
- Contact Us Page
- DCM Secure Uploads
- DCM Simplicity
- Discovering Nature at the GTM Research Reserve
- Educational Seminars
- Educational Speaker
- Events
- Exploring the World of Contemporary Art at Hillary Whitaker Gallery
- Fiduciary Investment Management
- Fiduciary Leadership
- Fiduciary Oath
- Financial Advisor
- Financial Advisor and Debt
- Financial Advisors and Taxes
- Financial Literacy
- Financial Services
- Form ADV & Form CRS
- Get Our Newsletter
- Home
- Home
- How a financial advisor works
- How Financial Advisors charge and Why you Should Choose a Fee-only Advisor.
- How to Grow Your Wealth
- How to Grow Your Wealth
- Newsletter Thank You
- Portfolio Management
- Privacy Policy Notice
- Resources
- Retirement Planning
- retirement planning draft page light saber star wars
- Retirement Planning: What You Need to Consider
- Schwab Alliance
- Seminar Dates
- Simplicity Portal Notice
- Sitemap
- Thank You
- Thank You - appointment
- Thank You Page for Web Leads
- What financial planners do
- What Is a Financial Advisor?
- What Makes Davis Capital Management Different
- Why a financial advisor is important
- Why Us?
