Davis Financial Strategies, LTD.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
Life Insurance Might Help During Turbulent Economic Times

During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.