Davis Financial Strategies, LTD.

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Navigating Financial Conversations with Aging Parents

Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Will You Pay a Medicare Surcharge?

The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.