2020 New's Articles

December Client Letter - Cruising at 30,000 Feet (December 2020)

​​Looking to year end – 9 Tax Facts & Tips to Save You Money (December 2020)

​9 Smart Planning Moves to Consider​ (November 2020)

​November Client Letter - Election 2020 (November 2020)

​7 Financial Planning Steps for Year End 2020 (November 2020)
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​6 Tips on Filing the FAFSA:  Do it Soon, Do it Right  (October 2020)

​Circling Back to the SECURE Act! (October 2020)

​A September Pothole and the 2020 Election (October 2020)

​6 Steps That Put You on the Path to a Successful Retirement (September 2020)

​Consumer Scams – How You Can Stay Safe! (Part 2)   (September 2020)

​September 2020 Client Letter​ (September 2020)

Consumer Scams (September 2020)

How The Greatest Generation Approached September 11th (May 2020)

Why Waiting For A Market Rebound Could Cost You (May 2020)

February 2020 Client Letter ​The SECURE Act (February 2020)

Market update: When favorable fundamentals collide with uncertainty (February 2020)

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- John Davidson, CFP