Davis Financial Strategies, LTD.

Newsletters

What’s Your Real Return?

While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
Beware of These Life Insurance Beneficiary Mistakes

Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
A Mortgage Recast Is an Alternative to Refinancing

When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
The IRS Wants More Info About Your Gig Income

If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.