by Joseph Davis, EA, CDFA® | Oct 7, 2016 | Financial, Financial Literacy
Crowdfunding is a nontraditional way to raise the money needed to launch or expand a small business. When equity is offered, your investors have a powerful incentive to promote your business among their own social networks.
by Joseph Davis, EA, CDFA® | Oct 6, 2016 | Financial Literacy, Investing, Investments
Keeping cash under a mattress may be an outdated idea, but it’s important to include cash or cash alternatives in your financial strategy. The amount of cash you need — and where to keep it — depends on your situation.
by Joseph Davis, EA, CDFA® | May 3, 2016 | 403b, Financial Literacy
Believe it or not, most people don’t know what they are buying when they purchase their first 403b account. Having a firm understanding of the product type will help you understand what the advantages & disadvantages are of each.
by Joseph Davis, EA, CDFA® | Apr 25, 2016 | Financial Literacy
Newspaper obituaries provide a service in notifying a large number of people in a short period of time about the death of a community member. Unfortunately, they also provide a list of potential victims to scam artists and thieves looking for the emotionally vulnerable. A few simple guidelines, however, can help you avoid most of the common scams.
by Joseph Davis, EA, CDFA® | Apr 18, 2016 | Estate Planning, Financial Literacy
By properly planning your estate with a financial professional and an estate planning attorney, you may be able to decrease probate costs and avoid costly mistakes.