by donna | May 21, 2024 | Uncategorized
Divorce is challenging. A major life transition that can have significant financial implications, particularly for families with children and older couples. So understanding the financial aspects of divorce is crucial for protecting your future and ensuring a smooth...
by donna | May 21, 2024 | Uncategorized
Blending families, while exciting, requires careful planning, especially when it comes to both emotional and financial aspects. Before saying “I do,” it’s essential to have open and honest conversations about various topics to ensure a smooth...
by donna | May 9, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. In today’s episode, Donna...
by donna | Apr 23, 2024 | Uncategorized, Widow and Wisdom
Losing a spouse is one of life’s most challenging experiences, I know, I’ve been there. And in the midst of grief, navigating financial matters can feel completely overwhelming and something you just don’t want to deal with, but you have to. If...
by donna | Apr 11, 2024 | Uncategorized, Widow and Wisdom
How to Maximizing Your Inheritance: A Guide to Financial Planning Receiving an inheritance can be a life-changing event, providing financial security and opportunities for the future. However, it also comes with new emotions, responsibilities and the need for careful...
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