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Financial Planning for Life’s Messy Middle

Financial Planning for Life’s Messy Middle

by donna | Apr 22, 2025 | Uncategorized, Widow and Wisdom

There are moments in life that feel like a clean break: a new job, a wedding day, the first day of retirement. But more often, life transitions happen in the messy middle – in the in-between, when one chapter is closing and the next hasn’t yet fully begun....
What To Do When the Markets Get Volatile

What To Do When the Markets Get Volatile

by donna | Apr 14, 2025 | Uncategorized, Widow and Wisdom

When markets are unpredictable, it’s easy to feel unsettled. Financial headlines change by the hour, and with every dip or surge, you might wonder, “Should I be doing something?” The short answer? Not always. Understanding Market Volatility Market...
How to Plan for Retirement While Accounting for Inflation

How to Plan for Retirement While Accounting for Inflation

by donna | Nov 26, 2024 | Uncategorized, Widow and Wisdom

When planning for retirement, one critical factor that is often overlooked is inflation. Inflation impacts the purchasing power of your dollar, which means that what you can buy today may be more expensive in the future. The cost of living increases over time, and if...
How to Support Your Child’s Education Without Compromising Your Retirement

How to Support Your Child’s Education Without Compromising Your Retirement

by donna | Nov 17, 2024 | Uncategorized, Widow and Wisdom

When it comes to planning for your child’s education, many parents (and even grandparents) feel pressure to save as much as possible for college, often at the expense of their own retirement savings. However, it’s essential to remember that while loans are...
The Importance of Pre-Planning: Protecting Your Loved Ones and Your Legacy

The Importance of Pre-Planning: Protecting Your Loved Ones and Your Legacy

by donna | Sep 19, 2024 | Uncategorized, Widow and Wisdom

Many of us plan for life’s major milestones—marriage, buying a home, or retirement—but one area that is often overlooked is planning for the inevitable: our final arrangements. Pre-planning, when it comes to funeral and burial arrangements, involves making key...
Putting a Little Love Back into Financial Planning: Why Your Dreams, Fears, and Family Matter Most

Putting a Little Love Back into Financial Planning: Why Your Dreams, Fears, and Family Matter Most

by donna | Sep 12, 2024 | Uncategorized

When we think about financial planning, many of us immediately picture spreadsheets, graphs, and strict budgeting. But financial planning is about more than just the numbers—it’s about you and the people you love. It’s about your hopes, your dreams, and even your...
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Recent Posts

  • Financial Planning for Life’s Messy Middle
  • What To Do When the Markets Get Volatile
  • Widowhood and Wealth: How to Take Control of Your Financial Future
  • Financial Planning for a Blended Family: Merging Lives and Money with Confidence
  • How to Use a Personal Document Locator and Why You Need One

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