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...
by donna | Nov 3, 2020 | Widow and Wisdom
I am a Grief Recovery Specialist, which means that I have been extensively trained in a program called the Grief Recovery Method® to help those process a loss in their lives. The loss does not have to simply be from the death of a spouse or loved one, it can be...
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