by donna | Sep 19, 2024 | Uncategorized, Widow and Wisdom
Many of us plan for life’s major milestones—marriage, buying a home, or retirement—but one area that is often overlooked is planning for the inevitable: our final arrangements. Pre-planning, when it comes to funeral and burial arrangements, involves making key...
by donna | Sep 19, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Remember when you were a kid, always asking ‘How do you know?’ about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn’t go away as we get older; it just...
by donna | Sep 12, 2024 | Uncategorized
When we think about financial planning, many of us immediately picture spreadsheets, graphs, and strict budgeting. But financial planning is about more than just the numbers—it’s about you and the people you love. It’s about your hopes, your dreams, and even your...
by donna | Sep 5, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be...
by donna | Aug 23, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we’ll dive into the most common scenarios where future generations influence retirement planning. Whether you’re...
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