Do you feel like you are behind when it comes to saving for retirement? The first step you should take is meeting with an advisor and really seeing where you are in your plan, it might surprise you. On today’s episode, we will be discussing 5 opportunities for...
We’ve all done it before, but when it comes to our finances, we don’t want to cut corners. This can leave us blindsided once we are in retirement. If you feel behind on your retirement savings, you may be tempted to take on more risk which can be a way people cut...
401(k)s, IRAs, and Roth accounts are all ways to traditionally fund your retirement. But what are some other buckets of income that may help your plan? On today’s episode, we are going to talk about 5 unexpected sources of income and how they can help your financial...
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...
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