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The Davis Financial Group Navigator Newsletter

August Financial Planning News Roundup

August 9 2021

Welcome to this August edition of the DFG Navigator, our collection of timely materials from the financial press meant to inform, support and inspire you in all areas of financial planning.

Here are the subjects covered in this edition:

Financial Literacy 101 – essential concepts at the heart of smart personal financial management.
Credit: Kevin Hand

Financial Literacy 101

Essential concepts at the heart of smart personal financial management.

Asset Allocation in Retirement – it’s not as obvious as you might think.
Illustration: Paul Blow

Asset Allocation in Retirement

It’s not as obvious as you might think.

Can Financial Planning keep couples together? – it couldn’t hurt…

Can Financial Planning keep couples together?

It couldn’t hurt…

Getting money out of 529’s – learn how to do it the right way.

Getting money out of 529’s

Learn how to do it the right way.

Do you need a financial plan or financial planning? One size does not fit all…

Do you need a financial plan or financial planning?

One size does not fit all…

New Social Security proposal could address “motherhood penalty” – fingers crossed.

New Social Security proposal could address “motherhood penalty”

Fingers crossed.

Notice to Clients and Friends: We are so grateful for the many referrals you have made to us -- we have helping many of your friends, neighbors, clients and family members. We’re finding many people continue to be worried about securing their futures and are seeking our guidance. We truly appreciate your confidence in us.

Because of the amount of time we spend with each client, we need to limit the number of new clients we will be taking on for the remainder of this calendar year to continue to be able to serve our existing clients. If there is someone you’d like us to work with, please do let me know directly so I can be sure to give top priority to your referrals!

Enjoy the dog days—see you in September!

Allen for the team at the Davis Financial Group

 

Our Contact Information:

  • Allen Davis
    Direct Line (413) 570-8311 email ajdavis@davisfinancialgrp.com
  • Lou Davis
    Direct Line (413) 570-8316 email ldavis@davisfinancialgrp.com
  • Joanna Ballantine
    Direct Line (413) 570-8313 email jballantine@davisfinancialgrp.com
  • Carol Valade
    Direct Line (413) 570-8310 email cvalade@davisfinancialgrp.com
  • Ellen Carey
    Direct Line (413) 570-8315 email ecarey@davisfinancialgrp.com

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC. Supervisory Office: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: 413-539-2000. The Davis Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC.

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