by donna | Oct 7, 2021 | Podcast
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...
by donna | Oct 6, 2021 | Podcast
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...
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 ...
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