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...
by donna | Jun 2, 2022 | Podcast
So, what is the secret to a successful retirement? Oftentimes, it’s learning to get out of your own way! When the market is volatile, we may be fearful and pull out of investments. On the other hand, sometimes we get too greedy and invest more than we should into a...
by donna | May 19, 2022 | Podcast
We all know the basics of being healthy: eating well, working out, refraining from processed foods, etc. On today’s episode, we thought it would be fun to compare some common diet tips to retirement planning to help you fix some of those unhealthy financial habits....
by donna | May 5, 2022 | Podcast
Trying to keep up with news today feels like a 24-hour job. As if the year hasn’t been unpredictable enough, now we have Elon Musk buying Twitter. With everything happening, it’s not surprising that markets have reacted by moving up and down even more than usual. If...
by donna | Apr 29, 2022 | Widow and Wisdom
One question I often hear is “Should I use a ROTH or a Traditional IRA in savings? “ I consider these two individual retirement savings as paternal twins. Each share something similar, like twins share a birthdate, both help you save for retirement. ...
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