Discussing End-of-Life Preferences: Insights from Pew’s Survey
The Conversation Too Many Avoid End-of-life Preference discussions can feel uncomfortable, but a Pew Research survey reveals a startling gap: only 43% of Americans over 50 have talked preferences with family, leaving 70% without clear directives amid rising longevity and care costs. For most Americans, this silence risks unwanted treatments or family conflicts. At J…. 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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Year-End Gifting Strategies: Maximize $18K Limit Before 2026
Gifting – Your Tax-Smart Legacy Tool As 2025 winds down, the $18,000 annual gift tax exclusion offers a powerful way to reduce your estate while funding family futures. For American’s with $250K+ in assets, gifting shrinks taxable estates before the Tax Cuts & Jobs Act (TCJA) sunset potentially doubles taxes in 2026. With 70% of… View Article
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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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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 For most Americans, outdated or missing documents can turn your hard work into chaos.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 2026
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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