by Joseph Davis, EA, CDFA® | Jan 10, 2018 | Financial Literacy, Investing, Investments
One of the easiest ways to keep saving and investing goals is to set up automatic deposits or investments. Payroll deduction for 401(k) contributions or reimbursement accounts are great examples – you never have possession of the cash, so you don’t feel the pain of taking it out of your spending money. Contact your human resources department now about starting or increasing your contributions.
by Joseph Davis, EA, CDFA® | Nov 27, 2017 | Financial Literacy, Investing
While the basic premise of “save & invest” is commonly understood, why do most people fail to do this? More importantly, how is saving money, when most people earn ordinary income, coupled with inflation, advantageous in a low to zero interest rate environment?
by Joseph Davis, EA, CDFA® | Nov 20, 2017 | College Savings, Financial, Retirement Planning
Are you faced with the dilemma of having to save for your own retirement while at the same time trying to raise your growing children, put money aside to fund their college educations and support your aging parents?
by Joseph Davis, EA, CDFA® | Sep 28, 2017 | Financial Literacy, Investing, Real Estate
Building wealth is challenging & makes life interesting – Enjoy three tips to help you build wealth.
by Joseph Davis, EA, CDFA® | Jul 26, 2017 | Estate Planning, Financial
Estate planning remains one of the ways you can protect yourself and your loved ones after you’re gone. With the proper techniques and planning, you can help ensure that you’re remembered for the impact you had on your community and your world.