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® | 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.
by Joseph Davis, EA, CDFA® | Jun 1, 2017 | Financial, Homeownership
If you have been taught your entire life that your house is your biggest asset – you have unfortunately been misinformed. What are assets and liabilities? Read more to find out.
by Joseph Davis, EA, CDFA® | Jun 1, 2017 | Financial, Grants
Each year, Davis Financial LLC gives a grant to the Ogden School Foundation to teachers providing thoughtful projects that added value, support & interest to the educational experience of their students.
by Joseph Davis, EA, CDFA® | May 16, 2017 | Financial, Investing, Investments
Good markets will always, eventually, go bad. With preparation, planning and professional financial counsel, that doesn’t have to be true of your portfolio.
by Joseph Davis, EA, CDFA® | May 8, 2017 | divorce, divorce finance, Financial, women divorce
A strong base of financial knowledge can prepare you for managing your finances alone, regardless of when that time comes.