November Financial Planning News Roundup
Welcome to this November 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:
You own a home, maybe two. You’ve amassed a sizeable nest egg, even as you continue to set professional goals. And you spend most weekends spoiling your grandkids or hope to soon if your millennial offspring ever settle down. Welcome to the “wealth transfer zone.”
Many people spend substantial time and effort putting together an estate plan with their attorney and then throw a wrench in it with last-minute changes that can cause big problems down the road.Asset Allocation in Retirement
As adults and caregivers, we generally look for ways to help our kids "do it better" than we did. Here's how to foster positive money habits early on.
While women generally invest less than men, when they do invest, they tend to do it more successfully. So here's how to invest like a woman.
Emotions and money go hand in hand. Creating values-based financial goals is one part of the financial planning process that shouldn't go overlooked.
Solo agers have a lot to consider because they don’t have the built-in support networks married people do.
Enjoy the rest this fall weather has to bring!
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
- Giovanni (Gio) Perez
Direct Line (413) 570-8312 email email@example.com
- Ellen Carey
Direct Line (413) 570-8315 email firstname.lastname@example.org