by donna | Aug 25, 2022 | Podcast
We know how emotional the divorce process can be and the weight that ultimately puts on your finances. As a Certified Divorce Financial Analyst®, Donna regularly works with people to help them navigate many of the emotional decisions that need to be made. And with...
by donna | Aug 11, 2022 | Podcast
Divorcees are often in a more complicated financial situation than many of the widows and widowers we work with. The reason being widows and widowers had their portfolios in front of them and everything was set while divorce makes planning and decision-making...
by donna | Jul 21, 2022 | Podcast
In some ways, retirement planning was easier for past generations. From the loss of pensions to changes in the market retirement planning just isn’t what it used to be. Planning has even changed throughout the past five years. So, what do we need to prepare for that...
by donna | Jul 7, 2022 | Podcast
With current market volatility, you may be thinking of working with an advisor if you’ve been DIYing your retirement up until this point. However, with so many options and information out there what should you look for in an advisor? If an advisor seems to work with a...
by donna | Jun 16, 2022 | Podcast
Having an advisor that effectively communicates to you is essential in understanding your financial plan and the strategy they are helping you build. There are so many ways to communicate these days: in person, through phones, social media, podcasts, etc. Which do you...
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