Davey Administration Group and Cromwick and Davey are pleased to announce PACETPA as its new brand. We have been serving our clients for more than three decades. This new brand will make it easier to communicate with you, our valued clients and strategic partners, with a more consistent message and better service.
All of the same individuals you have worked with will continue to service your accounts, and they will also be supported by new processes and procedures to improve our response times and quality of support for your retirement plans.
As part of our brand change we wanted to make it clear what we do for our clients in our name.
P: Plan Design
TPA: Third-Party Administrators
We look forward to continuing our valued relationship with you. Please don’t hesitate to contact us with any questions or concerns.
Thomas A. Davey
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
A few strategies that may help you prepare for the cost of higher education.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential capital gains taxes due on your transactions.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
There are nearly 1,200 ETFs available. Should you invest in them?
The decision whether to buy or rent a home may have long-term implications.
Three things to consider before dipping into retirement savings to pay for college.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
When do you need a will? The answer is easy: right now.