by donna | Mar 4, 2022 | Widow and Wisdom
What is your intimate relationship with money? Are you a bury it in the backyard type of person or do you put it all on red and cross your fingers? More importantly, what is your spouse or partner’s relationship with money? Do you understand what makes them...
by donna | Feb 17, 2022 | Podcast
What are the most important parts of your retirement plan? It’s great to make fun decisions regarding what you want to do in retirement, but are you also planning for how much time in retirement you’ll have? We don’t want you to outlive your money. The best time to...
by donna | Feb 3, 2022 | Widow and Wisdom
I talk to a lot of people. One, because I am chatty and two, because I love to talk about the importance of planning – planning for your finances, planning for college, planning for life, and making contingency plans for the “what if’s”. Many times,...
by donna | Feb 3, 2022 | Podcast
A lot of people have been DIYing their financial plan, especially during the past decade when the market has been relatively good. But that won’t always be the case and having an advisor can help you navigate market downturns and prevent you from making emotional...
by donna | Jan 27, 2022 | Podcast
Family budgets, college, weddings, there is a lot to consider financially when it comes to our kids. On today’s episode, we are going to discuss the role our kids play in our retirement plan. If you have children and depending on their ages, you’ve probably thought...
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