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Find Balance by Answering these 5 Questions for the Sandwich Generation

Find Balance by Answering these 5 Questions for the Sandwich Generation

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?

Two Crucial Estate Planning Steps

Two Crucial Estate Planning Steps

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.

Your House Isn’t an Asset…and You Should Agree With Me

Your House Isn’t an Asset…and You Should Agree With Me

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.

Congratulations to our 2017 Davis Financial Grant Recipients!

Congratulations to our 2017 Davis Financial Grant Recipients!

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.

When Good Markets Go Bad

When Good Markets Go Bad

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.

Building Financial Confidence When Facing Divorce

Building Financial Confidence When Facing Divorce

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.

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