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...
What do you do when you suddenly find yourself facing widowhood with 3 children under the age of 13 and no established “career” to fall back on? If you’ve watched my very first video, you know that this is my story. My first video is important, why? Because it’s...
Well, congratulations on the new job! Excited? I hope you are! Whether career change means you are stepping into an executive role, moving to a new company, or changing industries altogether, there’s a lot to think about. Today we are talking about career...
The financial industry is full of jargon and designations that can be confusing to navigate. Do you know the difference between an IAR and an RIA? What is a CFP or a Series 66? Donna herself is an IAR financial professional, meaning she can help clients with solutions...
How do you spell relief? D-I-V-O-R-C-E! This was my dad’s motto after he and my mom split up. I actually think he had it written on a T-shirt. Sound cold? Yup. But his motto led me to enhance my career and add CDFA® (Certified Divorce Financial...
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