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
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This worksheet can help you estimate the costs of a four-year college program.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Understanding the economy's cycles can help put current business conditions in better perspective.
Knowing the rules may help you decide when to start benefits.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Why are 401(k) plans, annuities, and IRAs so popular?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.