Retirement Confidence is Declining and How to Rebuild It
Is Your Retirement Confidence Fading? Recent surveys paint a troubling picture: retirement confidence is dropping, with 65% of Americans relying on advisors to navigate uncertainties, yet only 37% feel fully prepared. For most Americans, this decline—down 5% year-over-year—signals a need for action amid market volatility and policy shifts. At Davenport & Associates, we use insights… View Article
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Essential Ancillary Estate Planning Documents in 2025: What They Are and Why You Need Them
Safeguard Your Future with Key Documents What if a sudden illness left you unable to make medical or financial decisions? Without the right documents, your loved ones could face chaos and court intervention. For every American, ancillary estate planning documents are vital complements to wills and trusts, ensuring your wishes are honored during incapacity. At… View Article
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The Retirement Savings Gap: Why 58% of Americans Are Behind in 2025
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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The Two Biggest Problems Avoided with a Sound Estate Plan
Don’t Let These Risks Derail Your Legacy Imagine your family facing court battles and frozen bank accounts after your passing—all because you didn’t have a simple estate plan. For the majority of Americans, this is a real threat. At J. Davenport Legal, we help you avoid these pitfalls with straightforward tools like wills and trusts…. View Article
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Working in Retirement: Why 80% of Americans Plan to Keep Earning in 2025
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 2025
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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