William F. Davis, CFP, Financial Advisor

06/23/2026

The IRS Isn’t Coming for Your Estate. Harrisburg Might Be.
https://vericrestprivatewealth.com/the-irs-isnt-coming-for-your-estate-harrisburg-might-be/

06/16/2026

The One Big Beautiful Bill Has a Few Ugly Surprises
https://vericrestprivatewealth.com/the-one-big-beautiful-bill-has-a-few-ugly-surprises/

06/09/2026

If You’re Between 60 and 63, the IRS Just Gave You a Gift - Did You Grab It?

https://vericrestprivatewealth.com/if-youre-between-60-and-63-the-irs-just-gave-you-a-gift-did-you-grab-it/

06/03/2026

It’s Global Running Day. No profound reason needed - just a good excuse to get outside and log some miles. See you out there. 🏃

06/02/2026

Happy June. Summer is just about here – and so is a Federal Reserve we’ve never quite seen before.

A New Fed Chair, an Old Problem, and a Market That Keeps Climbing Anyway

05/25/2026

🇺🇸 Today we remember and honor the brave men and women who made the ultimate sacrifice for our freedom. Thank you. We will never forget.
Happy Memorial Day. ❤️🤍💙

05/20/2026

Most people think becoming a millionaire takes a big break.

In reality, it usually looks like this:
• Consistent investing
• Time in the market
• A disciplined plan
• Smart tax strategy

Not flashy. Not overnight.

Just intentional decisions, repeated over time.

This “Be a Millionaire Day,” don’t chase the number.
Build the system that gets you there.

If you’re not sure what that system looks like for you, that’s where planning matters.

05/14/2026

Thinking about FIRE (Financial Independence, Retire Early)? Here’s what most people miss.

Many assume you cannot access retirement funds before age 59½ without penalties.

That is not always the case.

There are IRS rules that may allow penalty-free access if structured correctly:

• 72(t) / SEPP
Create a consistent withdrawal strategy using approved calculation methods

• Rule of 55
Access a workplace 401(k) penalty-free if you leave your employer at 55 or later

The key is precision. These strategies come with strict requirements, and missteps can trigger penalties.

FIRE is possible. It just needs the right plan behind it.

05/12/2026

Are your investments truly aligned with your financial goals?

We are offering a Complimentary Portfolio Review
designed to help you better understand:

🔹 How your current investments generate income
🔹 The sustainability and consistency of that income
🔹 The level of risk and volatility you are exposed to
🔹 How well your portfolio aligns with your timeline and objectives

There is no product pitching, no obligation, and no disruption to your existing investments.

You set the pace, and we provide the insight. 💡
Ready to get a clearer picture of your finances?

Click the link in bio to schedule your free, no-cost review with Vericrest Private Wealth today!

05/11/2026

Proud to be part of something bigger than the game.

This past month, we joined as a sponsor of the Wheel. Snipe. Give Back. tournament in support of Philadelphia Blind Hockey.

What stood out wasn’t just the tournament itself, it was the purpose behind it.

Over $4,000 raised to help expand access, create opportunity, and grow a community that deserves more visibility.

Grateful to everyone who showed up and made it count.