Susan Davis MBA, Certified Financial Planner TM

02/05/2026

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance, which can become overwhelming.

The Great Wealth Transfer often arrives as a house, not cash, leaving many heirs with maintenance, mismatch, and downsizing costs before inheritance becomes wealth.

01/16/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here :
https://bit.ly/45iC9mO

12/31/2025

You’ve always been their biggest supporter — cheering them on through every dream and milestone.
Now it’s time to give their future the same encouragement you’ve always given their hearts.
Let’s build a strategy that helps their dreams shine bright for years to come.
Message me today to learn how.
"

12/30/2025

You’ve worked hard, made sacrifices, and built a life full of purpose and love.
Now it’s time to make sure your family’s future carries that same strength forward.
Together, we can help turn today’s dedication into tomorrow’s security.
Let’s talk about the path that fits your family best.

11/06/2025

Have investments in taxable accounts? You may be able to increase your return and decrease your taxes through tax-loss harvesting.
https://bit.ly/43knKFI

10/08/2024

The jobs report exceeded expectations with a strong payroll print, and job openings remained high, suggesting that the Fed won't rush to make drastic moves. This week's takes a closer look at the jobs report and its market impact.
https://bit.ly/4dFv00W

08/06/2024

Financial security means having the right financial strategy for your goals. That's why I offer trusted guidance to help you make informed financial decisions for your future. Reach out, and together we can create a strategy that works for you.

06/27/2024

For better or worse, finfluencers have dedicated followers across social media platforms. Before you take any financial guidance, ask these three questions.

For better or worse, finfluencers have dedicated followers on YouTube, TikTok and elsewhere. Before you take any financial advice, ask these three questions.

01/29/2024

With all the uncertainty of the last few years, it’s hard to remember “normal” economic conditions, but 2024 may finally feature the elusive “return to pre-pandemic normal.” Let’s look at where we are now and what the year has in store.

Inflation slows but remains above the Fed's target; The resilient U.S. consumer; Stock markets roar back; AI market optimism; Mortgage rates falling; and more

12/05/2023

As the year-end approaches, this is the perfect time to reflect on your financial objectives and align them with your current and future financial commitments. Take a look at these year-end tax strategy tips which can help reap the benefits of optimizing your financial outlook.

It's never too late to start planning, and with the right approach and resources, you can make the most of your financial capabilities to secure your present and future.

05/05/2023

Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, New York Life Insurance Company explains why it may be one of the most effective and simplest ways to ensure you leave a legacy for future generations.

04/28/2023

Join us for NYL’s Power of Knowing webinar on May 23, 2023, at 2 PM EST with Mary Beth Franklin, award-winning journalist and columnist, discussing how to make the most out of Social Security. Register now at:
https://bit.ly/3oXd0LO