Newsletter latest update Jul 17, 2019
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Steve Davis
President / Owner
Davis Wealth Management, LLC
Jul 17, 2019
Perform A Mid-Year Financial Wellness Check-In
Moving the financial knowledge needle in a positive direction can be a difference maker as you work to build your financial wellness foundation, but real change requires more than just knowing what to do with your money. You …
Are You Doing Your Financial Planning in a Vacuum?
Sir Edmund Hillary was the first to summit Mount Everest in 1953, but he didn’t do it alone. Sherpa Tenzing Norgay was his partner in …
What Are The Top Ways To Save On Everyday Spending?
Spend less on your energy bill. Make small everyday changes to lower the cost of your energy bill. Did you know that 4% of your energy …
Finance Monthly
Defuse the Ticking Tax Time Bomb
Listen to Steve on the Radio/Podcast
Listen to recordings of Steve's live show on 107.7 WTPL The Pulse
Five Steps to Buying an Investment Property
There are a lot of good reasons why real estate assets should be in your investment portfolio. And there are many ways to …
Investor Junkie
Minimizing Taxes In Divorce Without The Alimony Deduction
Balancing family dynamics when going through a divorce is never easy. New laws have added an additional layer of complexity. Before …
Millennial Money: Investing is well within your reach
News headlines might lead you to believe that millennials are striking out on a growing list of financial accomplishments: homeownership …
ABC News
Give the Money, Keep the Tax Break with Donor-Advised Funds
I doubt many people would say that getting a deduction on their income taxes is their main motivation for charitable giving. It's …
How student loans are making some people abandon their dreams
Every day the 27-year-old comes home from his job as a supervisor at a big-box retailer and heads right to his bedroom. He doesn't …
Students graduating in these states are drowning in loan debt
Vermont senator and presidential hopeful Bernie Sanders unveiled a plan to eliminate all outstanding student loan debt in the United …
USA Today
Assets That Increase Your Net Worth
Your net worth calculation provides a financial report card for how you are doing at this point in time. Net worth is calculated by …
6 Ways You're Unknowingly Sabotaging Your Retirement
What would you do if you discovered a leak in your roof? Repair it as soon as possible or wait until it led to more costly, long-term …
"If an invoice is due in 30 days, we pay it in 60 days. If it's due in 60 days, we pay it in 90 days. If it's due in 90 days, then they probably don't need the money anyway."
Copyright © Randy Glasbergen
We all know that George Washington is the president featured on the 2001 one dollar bill, but do you know what his middle name was?
See the answer below.
5 Causes of Marital Money Stress (and How to Fix Them)
Are you naturally inclined to spend, save or give money away to charity? Money personalities emerge in childhood. My oldest son …
What Year Was It?
FDR Nominated for Unprecedented Third Term
What Year
Franklin Delano Roosevelt is nominated for an unprecedented third term. Roosevelt would eventually be elected to a record four terms in office, the only U.S. president to serve more than two terms.
The day was Jul 18. What year was it?
Quote of the Week
"I saw the government really using the excuse of a weak economy and a financial crisis to create more government and to push onto the American entrepreneurial society more and more restraints and government activity."
Rob Portman
Trivia Answer
We all know that George Washington is the president featured on the 2001 one dollar bill, but do you know what his middle name was?
Answer: He had no middle name.
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Davis Wealth Management
10 Fayette Street, Concord, NH 03301
310 Marlboro Street, Keene, NH 03431
99 Pine Hill Road, Nashua, NH 03263
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