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Financial Planning for Life’s Messy Middle

Financial Planning for Life’s Messy Middle

by donna | Apr 22, 2025 | Uncategorized, Widow and Wisdom

There are moments in life that feel like a clean break: a new job, a wedding day, the first day of retirement. But more often, life transitions happen in the messy middle – in the in-between, when one chapter is closing and the next hasn’t yet fully begun....
What To Do When the Markets Get Volatile

What To Do When the Markets Get Volatile

by donna | Apr 14, 2025 | Uncategorized, Widow and Wisdom

When markets are unpredictable, it’s easy to feel unsettled. Financial headlines change by the hour, and with every dip or surge, you might wonder, “Should I be doing something?” The short answer? Not always. Understanding Market Volatility Market...
Widowhood and Wealth: How to Take Control of Your Financial Future

Widowhood and Wealth: How to Take Control of Your Financial Future

by donna | Mar 18, 2025 | Widow and Wisdom

Losing a spouse is an unimaginable life transition, and navigating finances during this time can feel overwhelming. However, taking control of your financial future is a crucial step toward building stability. 1. Get Organized and Take Inventory One of the first steps...
Financial Planning for a Blended Family: Merging Lives and Money with Confidence

Financial Planning for a Blended Family: Merging Lives and Money with Confidence

by donna | Mar 11, 2025 | Widow and Wisdom

Blending families is a beautiful journey, but it also brings financial complexities that require careful planning. Whether you’re newly married or preparing to merge finances, creating a clear financial plan is essential to ensure stability and harmony in your...
How to Use a Personal Document Locator and Why You Need One

How to Use a Personal Document Locator and Why You Need One

by donna | Feb 19, 2025 | Widow and Wisdom

Life can be complicated, and keeping track of important documents shouldn’t add to the stress. Whether you’re navigating a major life transition like widowhood, blending families, or managing everyday responsibilities, having a personal document locator can make...
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Recent Posts

  • Financial Planning for Life’s Messy Middle
  • What To Do When the Markets Get Volatile
  • Widowhood and Wealth: How to Take Control of Your Financial Future
  • Financial Planning for a Blended Family: Merging Lives and Money with Confidence
  • How to Use a Personal Document Locator and Why You Need One

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