Recent Articles
News and financial tips from Davis Financial
Facing Divorce? Take These Four Critical Steps
The emotional upheaval of a divorce is no time to be learning money basics and selecting professional advisors. Preparing now isn’t cynical – it’s smart.
Three Health Provisions in COVID-19 Stimulus Legislation
Under the Families First Coronavirus Response Act (FFCRA), private-sector companies with fewer than 500 employees and certain public employers must pay qualifying employees up to two weeks, or 80 hours, of emergency paid sick leave.
Three Things Investors Should be Doing Right Now
Looking back at the history of stock markets, a correction should be no surprise. If you stay in the market long enough, you will most likely see more. For long-term investors, these corrections can be an opportunity to make additional investments at reduced prices.
How the CARES Act Affects Individuals
Federal student loan and interest payments are automatically deferred until September 30. For individuals who qualify for student loan forgiveness, these skipped payments will count toward their 120 required payments.
Retirement Planning – 5 Reasons Why You’ll Never Retire
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.
Three Steps to Achieve Financial Independence
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.
Contact Us
Let's start mapping your financial future!
Davis Financial LLC
A financial services firm servicing clients across Utah. We strive to understand your goals, help you manage your retirement planning, guide your overall wealth strategy and help minimize your tax liability through a long-term and trustworthy relationship.
Office Hours: M-F, 9am-5pm
Call Us: (801) 620-0586
Directions: Map It
Copyright © 2023 Davis Financial. All Rights Reserved.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA & SIPC., Headquartered at 80 State Street, Albany, NY 12207. Advisory Services offered through BEAM Wealth Advisors, Inc., a SEC Registered Investment Advisory Firm. BEAM Wealth Advisors, Inc. is a separate entity from Purshe Kaplan Sterling Investments. Joseph Davis, Registered Representative, Aaron Schuler, Jr, Investment Advisor Representative, Beam Wealth Advisors, Inc., Tax services provided by Davis Schuler & Associates, LLC. Advisory services offered by Beam Wealth Advisors. Davis Financial LLC, Beam Wealth Advisors, Inc., Davis Schuler & Associates, LLC, and Purshe Kaplan Sterling Investments are separate, unaffiliated entities.