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Resources

Our financial resources hub will keep you up to date with latest retirement news, best practices, and tips. Don’t miss the chance to stay educated and get free resources.

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  • Podcasts

Life Insurance in Retirement

We explore the different types of life insurance, who should consider them, and how they can...
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  • Videos

Your 401(k) is NOT a Retirement Plan

Sean explains, without proper planning, you could face unexpected taxes, income gaps, and market risk.
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  • Podcasts

Your Retirement Emergency Fund

How much emergency savings do you really need in retirement? Sean is here to break it...
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Retiring in 2025? 5 Money Moves to Make Before You Retire

Sean and Erin lay out the 5 steps you need to make before you tell the boss...
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Understanding Sequence of Returns Risk

Sean will explain how the timing of market gains and losses can affect the longevity of...
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The One Money Move that Could Add Years to Your Nest Egg

Sean explains to Erin how converting your tax deferred accounts to Roth accounts can add years to...
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Pre-Retirement Planning: Are You Really Ready?

Sean and Peter cover it all. They also dig into some crucial topics like long-term care,...
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Facing Longevity: How to Prepare for a Longer Retirement

We’ll share key insights on how to effectively plan for a longer retirement.
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3 Strategies to Retire with Confidence

Follow these 3 specific strategies to set yourself up for a financially happy retirement.
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  • Podcasts

Planning For Retirement While You’re Middle Aged

Sean will explain how the timing of market gains and losses can affect the longevity of...
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  • Videos

3 Considerations before Making a Roth IRA Conversion

If you're considering a Roth Conversion, walks through 3 key considerations.
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  • Podcasts

Medicare 2024 With Deb Cmar

Deb discusses some Medicare basics and important considerations you should keep in mind when choosing a...
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Davis Wealth Management
10 Fayette Street
Concord, NH 03301

Office: (603) 715-2335
Toll-Free: (888) 333-3818
Fax: (603) 715-2439

Series 65, Insurance Licensed
info@daviswealthmgmt.com 


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Davis Wealth Management, LLC are independent of each other. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

As an investment adviser representative, I am a “fiduciary” to my advisory clients’ investment. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client. I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long term care insurance.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Davis Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management.

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