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9955 Karlov Ave Skokie, IL 60076

Phone:

  • Office: 773-669-8775
  • cell 630-723-1161

E-mail:

  • james.davis@davisfinstrat.com

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

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Newsletters

  • 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.

  • Q&A on RMDs

    Here are answers to some key questions about required minimum distributions.

  • Strategies for Taking RMDs

    This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

  • Key Retirement and Tax Numbers for 2026

    This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

More Newsletters »

LPL Financial Form CRS

Securities and Advisory Services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Advisor. Fixed Insurance products and services are separate from and not offered through Commonwealth.

Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No Offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

FORM CRS: Client Relationship Summary

 

 

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