by Joseph Davis, EA, CDFA® | Jul 6, 2018 | Financial Literacy, Investments, Retirement Planning
When I ask people how they envision their retirement, especially younger individuals, they struggle with that question. Envisioning retirement can be different for a lot of people. For me, I absolutely love every minute of what I do. I cannot see myself retiring completely, at least not at this point.
by Joseph Davis, EA, CDFA® | Jun 6, 2018 | Financial Independence, Financial Literacy
What’s worse is that eight years after 2026, in 2034, social security is slated to become insolvent. Unless, of course, the government makes another announcement and tells us that the cheese has moved again, and we will be less secure than we thought we were even just a year ago.
by Joseph Davis, EA, CDFA® | May 25, 2018 | Investing
Do you know what I fear more than losing money? I’m afraid of lying in my bed when I’m 85 years old, staring at the ceiling in my rest home & asking, “Why? Why did I not even try?” I would be willing to lose everything 1000 times over rather than have that happen to me. How about you?
by Joseph Davis, EA, CDFA® | May 11, 2018 | Financial Literacy, Investing, Tax planning
What happens when someone doesn’t want to wait until 59 ½? Can they access the funds earlier? The short answer is yes
by Joseph Davis, EA, CDFA® | Jan 23, 2018 | Financial Literacy, Investing
We are all players and use our financial education to improve our wealth and those around us. You can win as long as you understand the basic rules of the game.