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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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Life Insurance for Asset Protection and Early Retirement

Life Insurance for Asset Protection and Early Retirement

Find out how life insurance can enhance your financial strategy because it offers wealth accumulation and tax-free income.

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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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Business Planning for Physicians

Business Planning for Physicians

Find out why partnering with specialized business advisors is key because physicians need tailored planning.

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Case Study: The Cost of Inaction

Case Study: The Cost of Inaction

A brief but in-depth look at how planning for the 2026 Federal Estate Tax Exemption Sunset can significantly help minimize tax liability.

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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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Hidden Challenges of Complex Estates

Hidden Challenges of Complex Estates

The first step in intentional giving is understanding the complexities and challenges around estate planning for wealthy families. Without careful planning and expert guidance, these complexities can jeopardize your legacy and create significant challenges for your heirs.

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Market Minute - May 2024

Market Minute - May 2024

In the fourth quarter of 2023 and the first quarter of 2024, the equity markets experienced one of the strongest six-month rallies in recent history.

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