You may feel financially comfortable with your retirement plan, but have you started planning out what you will actually do during retirement? With retirement comes a lot of free time. Planning out how you are going to live and what you are going to do is...
If you have ever traveled on a subway you may have noticed the warning sign “Mind the Gap” telling you to watch your step as you exit the platform. In a similar way, we need to be mindful of the gaps in our retirement and financial plans. On today’s...
We are excited to introduce our new podcast Widow, Wisdom, and Wealth™ with Donna Kendrick CFP®, CDFA®. When Donna became a widow herself, her financial advisor helped her and her family maintain stability. After this experience, Donna knew she needed to go into...
Recent Comments