The world of finance, investments, and wealth management can be hectic and is constantly changing. Davenport & Associates is here to provide content and insights to help you stay on top of the latest information and how it could affect your current plans and strategies.
Retirement Readiness: 2026 Trends in IRA Catch-Up Contributions
The Super Saver Boost You Can’t Ignore If you’re 50+, 2026’s IRA catch-up contributions offer a massive opportunity to supercharge your nest egg before year-end deadlines. With 58% of Americans behind on savings and the Tax Cuts & Jobs Act (TCJA) sunset looming, these enhanced limits can add thousands tax-deferred. At Davenport & Associates, we… View Article
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Annuities Inside 401(k)s in 2026: New Guaranteed Income Options
Your 401(k) Just Got a Pension Upgrade In 2026, a quiet revolution is happening inside millions of 401(k)s: annuities are now the fastest-growing plan feature, with 42% of large plans offering them—the highest ever. New DOL and IRS rules make it easier than ever to turn part of your retirement savings into guaranteed lifetime income… View Article
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National Estate Planning Awareness Week: Why Update Your Plan Now
A Week to Reclaim Your Legacy During National Estate Planning Awareness Week (October 20–26, 2025), it’s time to reflect: 70% of Americans lack a basic plan, risking court control, family disputes, and lost assets. For most Americans, outdated or missing documents can turn your hard work into chaos. At J. Davenport Legal, we make updates… View Article
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The Retirement Savings Gap: Why 58% of Americans Are Behind in 2026
Is Your Retirement Savings on Track? Picture this: You’ve saved diligently for years, but inflation and unexpected costs leave you short of the $1.46 million needed for a comfortable retirement. For most Americans, this “retirement savings gap” is a harsh reality—58% of Americans feel behind, with median savings at just $88,000. At Davenport & Associates,… View Article
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Working in Retirement: Why 80% of Americans Plan to Keep Earning in 2026
The New Reality of Retirement Work Imagine retiring at 65, only to find your savings need a boost from part-time work to cover rising costs. For most Americans, this isn’t a dream—it’s the plan for 80% of Americans expecting to work post-retirement. At Davenport & Associates, we help people approaching retirement blend earning and saving… View Article
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What Is a Lady Bird Deed? Advantages for Estate Planning in 2026
Protect Your Home Without Losing Control Picture someone approaching retirement who wants to pass their family home to heirs without probate’s hassle, all while keeping full control to sell or refinance if needed. This is the power of a Lady Bird Deed. For our clients, it’s a simple tool to avoid court delays and costs…. View Article
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