by donna | Jul 2, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Insurance- it may not be the most exciting subject, but it plays a super important role in financial planning. For Donna, life insurance was a lifesaver after her first husband passed away. With his income gone,...
by donna | Jun 20, 2024 | Uncategorized, Widow and Wisdom
Transitioning from a career-driven life to one filled with relaxation, new opportunities or new experiences is exciting but don’t let that excitement be short lived! For those transitioning into retirement or considering early retirement, the journey requires careful...
by donna | Jun 20, 2024 | Uncategorized, Widow and Wisdom
I recently picked up golf, and it’s fascinating how many parallels exist between the sport and investing. Both require patience, strategy, and the ability to adapt to changing circumstances. Just like transitioning through different phases of life, whether...
by donna | Jun 20, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Talking about finances in a dating relationship can be daunting, but it’s an important part of building a strong, transparent, and trusting partnership. So, when is the right time to discuss money matters with...
by donna | Jun 6, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Choosing a financial advisor can feel daunting, especially when you’re not sure what to look for or what questions to ask. In today’s episode, we’re going to cover some of the critical mistakes people make...
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