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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.


The Broken System of Siloed Advice

The Broken System of Siloed Advice

Discover why integrated private wealth management matters because it breaks down silos for better financial outcomes.

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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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Five Reasons You Need a Financial Consultant in Today's Market

Five Reasons You Need a Financial Consultant in Today's Market

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ETF Fees vs Mutual Fund Fees: What’s the Difference?

ETF Fees vs Mutual Fund Fees: What’s the Difference?

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What are Alternative Investments?

What are Alternative Investments?

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Financial Advisor for Business Growth

Financial Advisor for Business Growth

Business owners have no shortage of responsibilities. Here are four ways a financial advisor can help you transform your business.

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Tax Strategies For High Income Earners

Tax Strategies For High Income Earners

Learn about the key tax strategies for high income earners to better navigate yearly fees and create a lasting legacy for your family.

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Capital Preservation - Protect Your Assets

Capital Preservation - Protect Your Assets

Rather than trying to maximize the growth of your assets, capital preservation is all about maintaining the value of your assets over time.

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