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...
by donna | Dec 16, 2021 | Podcast
As 2021 winds down we want to discuss some money resolutions you can make in 2022 to have a more prosperous financial year. Most of them will be pretty easy, while some may require you to meet up with your financial advisor. On today’s podcast, we’ll go over the first...
by donna | Dec 2, 2021 | Podcast
Do you feel like you are behind when it comes to saving for retirement? The first step you should take is meeting with an advisor and really seeing where you are in your plan, it might surprise you. On today’s episode, we will be discussing 5 opportunities for...
by donna | Nov 22, 2021 | Widow and Wisdom
You might be wondering why I am doing this, why am I creating these for you, my co-widows and widowers? What is my Why? This might be my first video, but I promise you… THIS will be the one that gives me chills and makes my belly flip… It’s not because I’m...
by donna | Nov 18, 2021 | Podcast
We’ve all done it before, but when it comes to our finances, we don’t want to cut corners. This can leave us blindsided once we are in retirement. If you feel behind on your retirement savings, you may be tempted to take on more risk which can be a way people cut...
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