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Common Cents Blog

At Finley Davis we like to share our collective knowledge with our clients. Here you'll find great tips for your insurance policies and insight into some of the great companies we partner with. We'll answer questions like, "How much life insurance do I need?" and help you plan for your future.


Value of Private Wealth Management

Value of Private Wealth Management

Discover the value of private wealth management because a holistic approach helps to secure your financial future.

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Mission: Maximize Legacy

Mission: Maximize Legacy

Families with significant wealth face unique challenges in ensuring their legacy is preserved and passed down to future generations. With the complexities of business ownership, international holdings, and diverse real estate portfolios, minimizing estate taxes while mitigating risk is crucial.

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Big Estate Tax Changes Ahead

Big Estate Tax Changes Ahead

With the impending changes to the Federal Estate Tax, many families will struggle to find effective solutions that preserve their wealth for future generations. What if more of your money could go where you want it to go—towards your heirs and cherished charitable causes—rather than being lost to taxes?

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Is Your Estate Team Truly Aligned?

Is Your Estate Team Truly Aligned?

Without a proficient team working together toward a common goal, your estate complexities can become overwhelming. It is imperative that all members of your estate team—wealth managers, tax professionals, and legal experts—collaborate effectively, ensuring that your voice and vision are consistently represented.

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