Ep 16: Reasons You Should Get Life Insurance

Ep 16: Reasons You Should Get Life Insurance

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...
Ep 15: Celebrating Retirement Birthdays

Ep 15: Celebrating Retirement Birthdays

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...
Essential Planning for Widowhood

Essential Planning for Widowhood

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...
Essential Planning for Career Change

Essential Planning for Career Change

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...
Ep 14: Understanding Financial Jargon

Ep 14: Understanding Financial Jargon

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...