We all know the basics of being healthy: eating well, working out, refraining from processed foods, etc. On today’s episode, we thought it would be fun to compare some common diet tips to retirement planning to help you fix some of those unhealthy financial habits....
Trying to keep up with news today feels like a 24-hour job. As if the year hasn’t been unpredictable enough, now we have Elon Musk buying Twitter. With everything happening, it’s not surprising that markets have reacted by moving up and down even more than usual. If...
Life insurance can be intimidating for a lot of reasons and it has changed a lot over the years. On today’s episode, we are going to explore some important reasons you may want to consider life insurance and what factors you should consider when making this important...
In retirement planning, there are some big birthdays you need to keep in mind. When you turn 50, the government allows you to put additional catch-up contributions into your retirement accounts. This is a great way to save more if you feel the need to. A lot of people...
The financial industry is full of jargon and designations that can be confusing to navigate. Do you know the difference between an IAR and an RIA? What is a CFP or a Series 66? Donna herself is an IAR financial professional, meaning she can help clients with solutions...
How can guessing at retirement planning go wrong? On today’s show we’ll discuss some of the major areas in retirement planning you don’t want to guess at. Do you know how much income you’ll need on a monthly basis? Guessing can leave you without enough money to cover...
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