• Client Login
  • E-Money Login
  • Check the background of this financial professional on FINRA’s BrokerCheck.
Davis Financial | CDFA®
  • Home
  • Services
    • Planning and Asset Management
    • 403b Planning
    • Divorce Planning
    • Tax Preparation
  • About Us
  • FAQ
  • Blog
  • Contact Us
Select Page
5 Tips for Keeping Your Financial Resolutions

5 Tips for Keeping Your Financial Resolutions

by Joseph Davis, EA, CDFA® | Jan 16, 2017 | Financial, Financial Literacy

Financial resolutions can be especially difficult to stick with because, like eating and exercising, our spending, saving and investing habits tend to be tied to our emotions more than our logic. Here are five tips for keeping your financial resolutions.

Enticing the Crowd: New Rules for Raising Capital Online

Enticing the Crowd: New Rules for Raising Capital Online

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.

Next Entries »

You have Successfully Subscribed!

Post Categories

401k 403b CARES Act CDFA College Savings COVID-19 divorce divorce finance Divorce Law divorce settlement Estate Planning Financial Financial Independence Financial Literacy Grants Homeownership insurance Investing Investments Real Estate Retirement Planning Stock Options Tax planning Uncategorized women divorce
Check the background of this financial professional on FINRA’s BrokerCheck.