by donna | Jul 21, 2021 | Uncategorized
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...
by donna | Jul 15, 2021 | Uncategorized
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...
by donna | Jun 14, 2021 | Uncategorized
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 ...
by donna | May 12, 2021 | Widow and Wisdom
This May, my late husband Greg would have turned 50 years old. I thought it appropriate to bring back one of my favorite blogs to celebrate the goodness he shared with us all during his 43 years… Picture this…21 years ago I was walking down the aisle after...
by donna | Nov 3, 2020 | Widow and Wisdom
What is the IT that I am talking about in the title of this blog? The IT is life. I have spent the last year trying to balance IT. Three teenagers, three oversized dogs, home, career and then I have attempted to add a little bit of me time to the...
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