Mind the Financial Gap

Mind the Financial Gap

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...
Introducing Widow, Wisdom, & Wealth™ with Donna Kendrick

Introducing Widow, Wisdom, & Wealth™ with Donna Kendrick

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...
Widow and Wisdom™ – Ice Pops

Widow and Wisdom™ – Ice Pops

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...
An Estate Planning Checklist

An Estate Planning Checklist

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...
Investor Sentiment Is Shifting

Investor Sentiment Is Shifting

This year, markets have experienced an odd phenomenon.Provided by Donna Kendrick, CFP ®, CDFA ® A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 ...