Estate Planning for the New Year: Start with These 3 Easy Steps
A Fresh Start for Your Legacy in 2026 New Year’s is the perfect time for a fresh start—and estate planning is one resolution that gives your family lasting peace of mind. With 70% of Americans lacking a plan, these 3 simple steps help you begin (or update) without feeling overwhelmed. At J. Davenport Legal, we… View Article
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Social Security 101: When Should I Claim My Benefits?
Your Biggest Retirement Decision Social Security can provide 40% of your retirement income, but when you claim makes a huge difference—up to $100K lifetime. For most Americans approaching retirement or in, it’s key to coordinate with savings and trusts. At Davenport Associates, we help optimize it. When should I claim Social Security in 2026? Between… View Article
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Estate Planning New Year’s Resolutions: 5 Simple Goals for 2026
Make 2026 the Year You Get It Done New Year’s resolutions are all about fresh starts — and estate planning is the ultimate “peace of mind” goal. With 70% of Americans lacking a plan, these 5 simple resolutions can protect your family and legacy in 2026. At J. Davenport Legal, we’ve helped thousands turn “someday”… View Article
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Retirement Planning 101: The 4% Rule Explained Simply (And Why It Still Works in 2026)
How Much Is “Enough” to Retire? Christmas is for family and gratitude—perfect time to answer the #1 question retirees ask: “How much do I really need to retire comfortably?” The 4% Rule is the simplest answer most financial experts use. It’s easy, it’s proven, and it still works in 2026. At Davenport & Associates, we… View Article
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Estate Planning 101: The 5 Essential Documents Everyone Needs
The Foundation of Every Solid Estate Plan Think estate planning is only for the ultra-wealthy? Think again. Whether you have $50,000 or $5 million, these five core documents protect your wishes, your family, and your assets. At J. Davenport Legal, we’ve helped thousands create them in one simple package. What are the five essential estate… View Article
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Retirement Readiness: 2025 Trends in Catch-Up Contributions
The Super Saver Boost You Can’t Ignore If you’re 50+, 2025’s 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 help… View Article
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