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
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
There are things about Social Security that might surprise you.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
An inside look at how marginal income tax brackets work.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you explored all of your choices when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Three things to consider before dipping into retirement savings to pay for college.