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
READ MORE
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
READ MORE
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
READ MORE
2026 Retirement Income Planning Trends: Secure Your Future
Introduction: Are You Ready for Retirement’s New Reality? Imagine retiring with a $500,000 nest egg, only to find inflation and taxes erode it faster than expected. For many couples over 50 with $250K+ in assets, this fear is real—70% lack a plan to secure steady retirement income. At Davenport & Associates, we help pre-retirees and… View Article
READ MORE
Irrevocable Trusts: What They Are and What They Are Used For in Estate Planning
Safeguard Your Legacy with Smart Planning Picture this: You’ve built a comfortable life with a home, savings, and investments, but the thought of high estate taxes or long-term care costs draining your assets keeps you up at night. For many Americans, an irrevocable trust could be the solution to protect your wealth and ensure it… View Article
READ MORE
Outliving Your Retirement Savings: Strategies to Thrive in Retirement
As Labor Day approaches on September 1st, 2025, it’s a perfect time to pause and think about your retirement. For our clients at Davenport & Associates, the fear of outliving your savings is real—51% of people worry about it. With the holiday season nearing, this blog explores why this concern matters and offers simple strategies… View Article
READ MORE