The Ultimate 2026 Estate Planning Checklist: Simple Steps to Get Started Before Year-End
Did you know that about 70% of Americans don’t have any estate plan? If you’re one of them, you’re not alone—and it’s easier than you think to take the first steps. An estate plan isn’t just for the wealthy; it’s a loving way to protect your family, avoid probate headaches, and give everyone peace of… View Article
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SECURE 2.0 Updates for 2026: Auto-Enrollment, Catch-Ups, and Ways to Boost Your Nest Egg
As 2026 kicks off, exciting changes from the SECURE 2.0 Act are helping more families—like yours—explore ways to strengthen retirement savings. With higher contribution limits, special catch-up boosts for those nearing retirement, and new rules on Roth contributions, it’s a great time to review your plan. SECURE 2.0 Act updates aim to make saving easier… View Article
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Estate Planning for the New Year: Start with These 3 Easy Steps
A Fresh Start for Your Legacy in 2026 New Year’s is the perfect time for a fresh start—and estate planning is one resolution that gives your family lasting peace of mind. With 70% of Americans lacking a plan, these 3 simple steps help you begin (or update) without feeling overwhelmed. At J. Davenport Legal, we… View Article
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Roth vs Traditional IRA: Which One is Right for You?
The Two Main Choices for Retirement Savings If you’re saving for retirement in 2026, one of the biggest decisions is: Roth IRA or Traditional IRA? Both are powerful tax-advantaged accounts, but they work differently depending on your current tax bracket, future expectations, and goals. Davenport Associates, we help clients choose (or mix) the right one… View Article
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Why 2026 Is the Perfect Year to Finally Get Your Will or Trust
New Year, New Peace of Mind New Year’s resolutions often focus on fitness or finances—but 2026 is the ideal time to finally create (or update) your will or trust. With major tax changes looming and 70% of Americans still without a plan, this year offers unique motivation. At J. Davenport Legal, we’ve helped thousands turn… View Article
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Social Security 101: When Should I Claim My Benefits?
Your Biggest Retirement Decision Social Security can provide 40% of your retirement income, but when you claim makes a huge difference—up to $100K lifetime. For most Americans approaching retirement or in, it’s key to coordinate with savings and trusts. At Davenport Associates, we help optimize it. When should I claim Social Security in 2026? Between… View Article
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