by donna | Aug 14, 2024 | Uncategorized, Widow and Wisdom
For those who have accumulated substantial wealth, the focus often shifts from simply growing assets to ensuring they are preserved and strategically expanded over time. This is a transition and can often require a mindset shift. While building wealth is an...
by donna | Aug 1, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube We’re all guilty of telling ourselves lies from time to time. But are you telling yourself financial lies? In this episode, Donna and Jim dive into some common financial lies that could be holding you back. For...
by donna | Jul 23, 2024 | Uncategorized, Widow and Wisdom
Inheriting money can be both a blessing and a source of stress. Whether you’ve received a small amount or a substantial sum, it’s important to handle this newfound wealth with care and foresight. Here’s a step-by-step guide on what you should do when...
by donna | Jul 23, 2024 | Uncategorized, Widow and Wisdom
Blending families can be a joyous yet complex process; bringing together different dynamics, new financial considerations, and the emotional adjustments. Whether you’re newly remarried or preparing to tie the knot, here are essential steps to ensure a smooth...
by donna | Jul 18, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Paying for college has become increasingly challenging due to rising costs, particularly for blended families. But no matter your situation, early planning for your child’s or grandchild’s education...
Recent Comments