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    4521 Sharon Road Ste 375 Charlotte, NC 28211 T: 704.741.4200
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Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Infographic: Five habits of 401(k) millionaires
You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.
Retirement & Longevity
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Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
Infographic: Navigating Medicare
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
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Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
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Infographic: Debunking Social Security myths
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
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Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Retiree in training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity

The future at your fingertips

Davis Investment Partners LogoDavis Investment Partners Logo
  • Davis Investment Partners
  • Charlotte-3KN: 4521 Sharon Road Ste 375 Charlotte, NC 28211
  • T: 704.741.4200
  • Map & Directions
  • Map & Directions

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