Davenport & Associates Norwalk CT Archives

Multi-generational family discussing estate planning legacy inspired by U.S. presidents at home table

Presidents’ Day 2026: Estate Planning Lessons from U.S. Presidents’ Legacies

Presidents’ Day celebrates leadership and legacy—perfect timing to reflect on how America’s presidents planned (or didn’t) for their families’ futures. As John F. Davenport, licensed attorney in New York and Connecticut and founder of J. Davenport Advisors and Davenport & Associates in Norwalk, CT, often shares: thoughtful estate planning isn’t just legal paperwork—it’s leadership in… View Article

Older parents and adult child discussing retirement surprises and cash flow protection on laptop in cozy living room

Unexpected Expenses in Retirement: Why They’re Common & How to Plan in 2026

Retirement should be a time of peace and enjoyment with your spouse and loved ones, but unexpected expenses often catch families off guard. Recent 2026 research shows that 83% of retiree households face unplanned costs each year, averaging about 10% of annual income (roughly $6,000 for typical households). These surprises—from home repairs to healthcare bills—can… View Article

Grandparents teaching young adult Gen Z heir about charitable giving and trust documents in cozy setting

Generational Wealth Transfer in 2026: Preparing for Gen Z Heirs and Values-Based Planning

With permanent higher federal estate tax exemptions ($15M individual/$30M couple in 2026 via OBBBA), more families focus on meaningful wealth transfer—not just dollars, but values—to the next generation. Gen Z heirs (born 1997–2012) often prioritize impact: sustainability, social good, financial literacy. Many parents/grandparents want to pass wealth thoughtfully—encouraging responsibility while supporting causes heirs care about…. View Article

Older parents and adult child discussing in-plan annuities and cash flow on laptop in cozy living room

2026 In-Plan Retirement Income Solutions: Annuities, Hybrids, and Steady Cash Flow Options

Many couples 50+ saving for retirement wonder: “How do I turn my nest egg into reliable income that lasts?” With longer lifespans and market volatility, 2026 trends focus on in-plan solutions—options built right into 401(k)s/403(b)s—to explore steady cash flow alongside growth. SECURE 2.0 and industry shifts (e.g., IRIC forecasts) push broader adoption of annuity marketplaces,… View Article

Mature couple calmly reviewing Medicaid and long-term care planning documents with advisor at home table

Medicaid and Asset Protection Planning in 2026: Key Strategies for Long-Term Care Concerns

Long-term care costs continue rising—2026 national averages estimate ~$119,000+ annually for a nursing home shared room (or $11,000+/month), per recent reports. Many American’s worry about depleting savings or home equity for nursing home care, potentially leaving little for spouses, kids, or grandkids. Medicaid can help cover long-term care for eligible individuals, but strict asset/income rules… View Article

Happy mature couple using tablet to explore AI retirement planning tools at home

AI and Longevity in 2026 Retirement: Planning for Extended Lifespans and Digital Tools

Advances in healthcare, AI, and wellness mean many American’s could enjoy 30+ years in retirement—longer, healthier “golden years” than past generations. Vanguard and TIAA outlooks highlight AI boosting economic growth while helping personalize planning for longevity risks like outliving savings or health needs. This isn’t about guarantees—life expectancy varies (average ~77-83 for current 55-year-olds, but… View Article

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