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...
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...
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