Path To Wealth & Wisdom

The stock market is as volatile as ever lately. Let's hear from Steve Davis about what sequential risk is, and how that volatility can impact it.
 
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com
 
 

Studies have shown that on average, women have longer lives than men. This aspect alone causes the need for a much different retirement plan. Steve discusses a few strategies women could implement in their plan for an income stream that is sustainable through many years of retirement.
 
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com

Inflation and risk are two terms that are brought up frequently in the financial world, but do you understand why they are so important to take into consideration when building your portfolio? Let's break these two terms down today, so you understand how they may be affecting you.
 
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com

There's a lot of information and difference of opinion out there about annuities. Steve Davis helps break it all down, so that you can figure out if an annuity is a good fit for your retirement plan or not.
 
Visit Steve Davis's website: http://www.daviswealthmgmt.com/
Phone number: (603) 715-2335
E-mail: Steve@daviswealthmgmt.com

After checking in about the latest going-ons in the economy and the stock market, we'll turn our attention to the fact that September is Life Insurance Awareness Month. Let's make sure that you have all the information you need about the ins and outs of life insurance.

Long term care can sap a surprising amount of your retirement dollars. Let's make sure that you're properly planning for the possibility that you will need long term care in your later years.

Do you know how to handle your finances if there's a crash in the stock market? What about your children - how much will you be financially supporting them in retirement? Are you going to be able to afford long-term care when you need it? Questions like these need to be answered in a well-crafted retirement plan. Steve Davis can help.

As the SECURE Act makes its way through Congress, let's give an update on what that bill is looking like and how it could affect your retirement.

It can be tempting to put off the work that's needed to properly plan for your retirement. After all, you've got plenty of time to figure it out, right? Steve will explain all the benefits of getting your finances figured out right away for retirement.

When choosing someone to handle your finances, there are a handful of qualities you should expect, as well as a few red flags you should be on the lookout for. Steve will give us some insider tips on how to choose the right advisor for you.