Recent Articles
News and financial tips from Davis Financial
5 Favorite Passive Income Ideas
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?
Want to retire early & access retirement funds without penalties? Read on!
What happens when someone doesn’t want to wait until 59 ½? Can they access the funds earlier? The short answer is yes
The Golden Rule: He Who has the Gold Makes the Rules
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.
Five Tips for Keeping Financial Resolutions
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.
Three Lessons That Have Brought Me Happiness
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?
Find Balance by Answering these 5 Questions for the Sandwich Generation
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?
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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.
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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.