RGDavis & Associates

10/03/2022

It’s National Financial Planning Month! In honor of the occasion, set aside time to check on your top financial goal and see if you’re on track. Then let’s set up a meeting to discuss.

09/30/2022

Retiring in your 50s sounds nice in theory, but it may come with obstacles.

People who have tried it advise others to think about how they will fill their days and not empty their savings

09/19/2022

Which of your financial goals are you most excited about?

09/12/2022

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.

09/05/2022

Happy Labor Day! Today, we honor and recognize the American labor movement. How are you spending the day?

08/31/2022

In retirement, the house where you raised your kids may no longer fit your needs or your budget. Consider these seven common living arrangements for seniors.

Take a look at all the most common living arrangements available to retirees.

08/18/2022

With both stocks and bond prices down this year, investors may wonder whether a diversified portfolio can still hold up. Chief Market Strategist Anthony Saglimbene addresses this question in a challenging investing environment.

08/15/2022

Does your retirement plan rely on a continued paycheck? Working deep into your retirement years may not be a realistic plan. Let’s connect to discuss your options.

A retirement plan that relies on your paycheck may expose you to the worst of financial surprises. Seniors often retire earlier than they would like.

08/11/2022

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

08/08/2022

August 8 is , commemorating the establishment of the U.S. monetary system. Fun fact: the average dollar spends six years in circulation.

08/05/2022

Ongoing volatility can feel unsettling – even for the most experienced investors. As you continue to stay the course with your personalized financial plan, we can partner and help you make informed decisions.

08/02/2022

Looking to retire internationally? Before you make the move, let’s discuss the various factors to consider.

Retiring in a foreign country has an exotic ring, but it’s not always wrinkle-free.