August Financial Planning News Roundup
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.
Asset Allocation in Retirement
It’s not as obvious as you might think.
Can Financial Planning keep couples together?
It couldn’t hurt…
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…
New Social Security proposal could address “motherhood penalty”
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 firstname.lastname@example.org
- Lou Davis
Direct Line (413) 570-8316 email email@example.com
- Joanna Ballantine
Direct Line (413) 570-8313 email firstname.lastname@example.org
- Carol Valade
Direct Line (413) 570-8310 email email@example.com
- Ellen Carey
Direct Line (413) 570-8315 email firstname.lastname@example.org