Fall Financial Planning Month: Year-End Moves for 2025 Retirement Security
October’s Wake-Up Call for Your Retirement As leaves fall in October—Financial Planning Month—it’s the ideal time to prune your retirement portfolio before 2025’s tax deadlines. With 58% of Americans behind on savings and Tax Cuts and Jobs Act (TCJA) sunsets looming, year-end moves can save thousands. For most Americans, these actions secure income and legacy…. View Article
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2025 Tax Law Changes: Updating Your Estate Plan Before the Sunset
The Tax Cliff Looms – Is Your Plan Ready? Imagine your $500,000 estate facing double the taxes in 2026, eroding what you’ve built for your heirs. For couples over 50 with $250K+ in assets, the Tax Cuts and Jobs Act (TCJA) sunset at the end of 2025 could raise estate tax exemptions from $13.61 million… View Article
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2025 Retirement Survey: Competing Priorities Reshaping Household Finances
Are Household Priorities Derailing Your Retirement? A recent 2025 retirement survey reveals a stark reality: competing priorities like housing costs, healthcare, and debt are reshaping household finances, with 65% of Americans seeking advisor guidance to secure income amid these pressures. For most Americans, this means traditional savings alone may not suffice in an era of… 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 For most Americans, outdated or missing documents can turn your hard work into chaos.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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6 Strategies When You Can’t Save More: Boosting Retirement in 2025
Stuck on Savings? There’s a Way Forward If you’re like most Americans that can’t save more due to maxed-out budgets or life demands, you’re not alone—58% of Americans feel behind on retirement goals. At Davenport & Associates, we focus on maximizing what you have through smart strategies. What to do when you can’t save more… View Article
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Top 5 Reasons People Avoid Estate Planning in 2025 – And Why You Shouldn’t
Why 70% of Americans Skip Estate Planning It’s startling: 70% of Americans lack a basic estate plan, leaving families vulnerable to court battles, frozen assets, and lost legacies. For every American, this oversight risks everything you’ve built. At J. Davenport Legal, we see the same excuses repeatedly. What are the top reasons people avoid estate… View Article
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