You may feel financially comfortable with your retirement plan, but have you started planning out what you will actually do during retirement? With retirement comes a lot of free time. Planning out how you are going to live and what you are going to do is...
If you have ever traveled on a subway you may have noticed the warning sign “Mind the Gap” telling you to watch your step as you exit the platform. In a similar way, we need to be mindful of the gaps in our retirement and financial plans. On today’s...
We are excited to introduce our new podcast Widow, Wisdom, and Wealth™ with Donna Kendrick CFP®, CDFA®. When Donna became a widow herself, her financial advisor helped her and her family maintain stability. After this experience, Donna knew she needed to go into...
It is 90+ degrees outside and there are six of us parents roasting on the baseball field bleachers at our sons’ doubleheader one late Saturday afternoon in July. The conversation dies off after hour four. Dehydration has set in. One mom returns from...
What to check (and double-check).Provided by Donna Kendrick, CFP ®, CDFA ® Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate...
Recent Comments