by donna | Apr 4, 2022 | Widow and Wisdom
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...
by donna | Mar 28, 2022 | Widow and Wisdom
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...
by donna | Mar 24, 2022 | Podcast
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...
by donna | Mar 14, 2022 | Widow and Wisdom
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...
by donna | Mar 10, 2022 | Podcast
How can guessing at retirement planning go wrong? On today’s show we’ll discuss some of the major areas in retirement planning you don’t want to guess at. Do you know how much income you’ll need on a monthly basis? Guessing can leave you without enough money to cover...
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