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. ...
by donna | Apr 29, 2022 | Widow and Wisdom
Saving early for retirement can have a HUGE impact on supporting a nice retirement lifestyle in your later years, and many adults, young and middle age alike, get that. But, at the same time, not all adults are working for companies that offer employer-sponsored...
by donna | Apr 21, 2022 | Podcast
Life insurance can be intimidating for a lot of reasons and it has changed a lot over the years. On today’s episode, we are going to explore some important reasons you may want to consider life insurance and what factors you should consider when making this important...
by donna | Apr 7, 2022 | Podcast
In retirement planning, there are some big birthdays you need to keep in mind. When you turn 50, the government allows you to put additional catch-up contributions into your retirement accounts. This is a great way to save more if you feel the need to. A lot of people...
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