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...
by donna | Jan 20, 2022 | Widow and Wisdom
Close your eyes and imagine what life would look like if the person you said “I love you” to this morning was suddenly gone? What would your future look like? Are you going to be okay financially? Can you send the kids to school? Can you stay in your home? Today we...
by donna | Jan 13, 2022 | Podcast
It’s time for some fill in the blank questions with Donna! What is the best way to be sure you won’t run out of money in retirement? If you hit retirement and you don’t have a plan in place, you will never know how much you can afford. You don’t want to outlive your...
by donna | Dec 30, 2021 | Podcast
With only a few days left in 2021, we are continuing our countdown of 22 money resolutions for 2022. Have you checked your credit lately? This is easy and free. Doing so can show you exactly where your debt stands. Check your fees in the new year. This can relate to...
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