Sephton Financial Blog
Essential Planning for Divorce
How do you spell relief? D-I-V-O-R-C-E! This was my dad’s motto after he and my mom split up. I actually think he had it written on a T-shirt. Sound cold? Yup. But his motto led me to enhance my career and add CDFA® (Certified Divorce Financial...
Essential Planning for Couples: Important Conversations
What is your intimate relationship with money? Are you a bury it in the backyard type of person or do you put it all on red and cross your fingers? More importantly, what is your spouse or partner’s relationship with money? Do you understand what makes them...
Financial Planning vs. Asset Management
I talk to a lot of people. One, because I am chatty and two, because I love to talk about the importance of planning - planning for your finances, planning for college, planning for life, and making contingency plans for the “what if’s”. Many times, when...
3 Stages of Essential Planning
Close your eyes and imagine what life would look like if the person you said “I love you” to this morning was suddenly gone? What would your future look like? Are you going to be okay financially? Can you send the kids to school? Can you stay in your home? Today we...
This Is My Why
You might be wondering why I am doing this, why am I creating these for you, my co-widows and widowers? What is my Why? This might be my first video, but I promise you... THIS will be the one that gives me chills and makes my belly flip… It’s not because I’m...
Welcome to the Widow and Wisdom™ (wealth edition) YouTube Channel
Hello my name is Donna Kendrick (maiden name Sephton), and I am the Founder of Sephton Financial in Pennsylvania, and I am also the creator of Widow and Wisdom™ here on YouTube. I created this channel as a way to help families in transition gain insight and...
Widow and Wisdom™ – Ice Pops
It is 90+ degrees outside and there are six of us parents roasting on the baseball field bleachers at our sons’ doubleheader one late Saturday afternoon in July. The conversation dies off after hour four. Dehydration has set in. One mom returns from...
An Estate Planning Checklist
What to check (and double-check).Provided by Donna Kendrick, CFP ®, CDFA ® Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate...
Investor Sentiment Is Shifting
This year, markets have experienced an odd phenomenon.Provided by Donna Kendrick, CFP ®, CDFA ® A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 ...
See our financial planning services and Checkout Donna's background on FINRA's BrokerCheck
Sephton Financial, LLC
8200 Flourtown Ave
Suite 1B
Wyndmoor, PA 19038
o. 215 948 3945 f. 267 422 3664
Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.
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