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Blog - Page 3 of 5 - Daviman Financial - Fiduciary Advisors Serving Indianapolis & Indiana
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Financial Planning for a New Baby

Financial Planning for a New Baby

When we think of a new addition to the family it brings up a lot of emotions. Joy and excitement. Fear and apprehension. It can be an overwhelming time for a lot of parents, especially new ones. In addition, the amount of work involved to plan and prepare for the...
In it for the Long Haul

In it for the Long Haul

When you think about your future, how far do you venture?  One year, five years, twenty years?  In financial planning and investing we are always encouraging people to think long term.  Life is a marathon, not a sprint.  You’re in it for the long haul, so act...
Managing Money as we Age

Managing Money as we Age

We work hard.  We save diligently.  We take time to educate ourselves about investments, mortgages, insurance, and more.  Then we retire.  We’ve weathered the ups and downs of our own investment accounts, signed up for Medicare, and navigated multiple mortgages or...
Understanding Beneficiary Designations

Understanding Beneficiary Designations

If something were to happen to you tomorrow, where would everything you own go? Can you say with certainly who your 401k would go to? What about your IRAs and life insurance benefits? Bank accounts?   That is the purpose of a beneficiary designation.  Many people set...
Understanding Your Social Security Benefit

Understanding Your Social Security Benefit

Social Security is a subject that has significant importance to almost all working adults. Young adults worry that it won’t be around, Pre-retires wrestle with when they should claim, and those already receiving Social Security benefits question the cost of living...
Personal Finance is Simple, but Not Easy

Personal Finance is Simple, but Not Easy

In one of his many famous quotes, iconic investor Warren Buffet once said, “Investing is simple, but not easy”. He was referring to his process of hard work and due diligence followed by decades of sitting on his hands and letting his investment grow. You see a large...
The Importance of Your Credit Score

The Importance of Your Credit Score

While credit scores are a modern invention, the concept is definitely not.  In 1803 a group of English Tailors gathered to trade information on various customers who failed to pay debts.  To protect themselves from being duped in the future they banded together to...