Sophia Davis 3/27/25 Sophia Davis 3/27/25 Your Best Options For Handling Your 401(k) When Changing Jobs Read More Sophia Davis 3/27/25 Sophia Davis 3/27/25 Is Your 401(k) Too Risky? Simple Steps to Realign Your Retirement Plan Read More Sophia Davis 3/3/25 Sophia Davis 3/3/25 Regular vs. Roth 401(k): Which Is Better for You? Read More Sophia Davis 3/3/25 Sophia Davis 3/3/25 Do You Know What Your 401(k) is Invested In? Read More Sophia Davis 2/17/25 Sophia Davis 2/17/25 Navigating the 2025 IRS Tax Bracket Adjustments and What They Mean for You Read More Sophia Davis 1/6/25 Sophia Davis 1/6/25 FAFSA and Estate Planning: Smart Strategies for Maximizing Financial Aid Read More Sophia Davis 12/30/24 Sophia Davis 12/30/24 State Tax Changes Taking Effect January 1, 2025 Read More Sophia Davis 12/18/24 Sophia Davis 12/18/24 Financial Planning Tips for New Parents Read More Sophia Davis 12/18/24 Sophia Davis 12/18/24 Internet Scams & How to Avoid Them Read More Sophia Davis 11/6/24 Sophia Davis 11/6/24 Determining the Best Retirement Plan for Your Business Read More Sophia Davis 11/6/24 Sophia Davis 11/6/24 Financial Mistakes to Avoid in your 30's and 40's Read More Sophia Davis 11/6/24 Sophia Davis 11/6/24 Saving for College: 529 Plans Explained Read More Sophia Davis 10/9/24 Sophia Davis 10/9/24 Charitable Giving and Tax Benefits: How to Maximize Your Impact Read More Sophia Davis 10/2/24 Sophia Davis 10/2/24 A Smart Way to Boost Your Retirement Savings Read More Sophia Davis 9/23/24 Sophia Davis 9/23/24 Is a Roth Conversion a Smart Move for Your Retirement? Read More Sophia Davis 9/17/24 Sophia Davis 9/17/24 SECURE Act 2.0: Key Changes and Impacts on Retirement Planning Read More Sophia Davis 9/6/24 Sophia Davis 9/6/24 Smart Shopping Hacks: Save Big and Shop Smarter Read More Sophia Davis 9/6/24 Sophia Davis 9/6/24 How Inflation Affects Purchasing Power and Savings Read More Sophia Davis 9/6/24 Sophia Davis 9/6/24 Navigating Financial Mistakes in Your 30s: How to Course-Correct and Thrive Read More Sophia Davis 9/6/24 Sophia Davis 9/6/24 Understanding Penalties on 529 Plan Withdrawals: What You Need to Know Read More Older Posts
Sophia Davis 3/27/25 Sophia Davis 3/27/25 Your Best Options For Handling Your 401(k) When Changing Jobs Read More
Sophia Davis 3/27/25 Sophia Davis 3/27/25 Is Your 401(k) Too Risky? Simple Steps to Realign Your Retirement Plan Read More
Sophia Davis 2/17/25 Sophia Davis 2/17/25 Navigating the 2025 IRS Tax Bracket Adjustments and What They Mean for You Read More
Sophia Davis 1/6/25 Sophia Davis 1/6/25 FAFSA and Estate Planning: Smart Strategies for Maximizing Financial Aid Read More
Sophia Davis 12/30/24 Sophia Davis 12/30/24 State Tax Changes Taking Effect January 1, 2025 Read More
Sophia Davis 11/6/24 Sophia Davis 11/6/24 Determining the Best Retirement Plan for Your Business Read More
Sophia Davis 11/6/24 Sophia Davis 11/6/24 Financial Mistakes to Avoid in your 30's and 40's Read More
Sophia Davis 10/9/24 Sophia Davis 10/9/24 Charitable Giving and Tax Benefits: How to Maximize Your Impact Read More
Sophia Davis 9/23/24 Sophia Davis 9/23/24 Is a Roth Conversion a Smart Move for Your Retirement? Read More
Sophia Davis 9/17/24 Sophia Davis 9/17/24 SECURE Act 2.0: Key Changes and Impacts on Retirement Planning Read More
Sophia Davis 9/6/24 Sophia Davis 9/6/24 Navigating Financial Mistakes in Your 30s: How to Course-Correct and Thrive Read More
Sophia Davis 9/6/24 Sophia Davis 9/6/24 Understanding Penalties on 529 Plan Withdrawals: What You Need to Know Read More
