by donna | Dec 12, 2024 | Widow and Wisdom
The holiday season is often painted as a time of joy and togetherness, yet for many, it can also be a challenging period fraught with financial and emotional hurdles. Whether you’re newly navigating widowhood, adjusting to a shift in income, or just trying to...
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...
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...
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...
by donna | Aug 21, 2024 | Uncategorized, Widow and Wisdom
For high-net-worth individuals (HNWIs), transitioning careers or venturing into entrepreneurship by starting or buying a business comes with a unique set of challenges and opportunities. While the financial stability you’ve achieved offers a cushion, it also...
by donna | Aug 14, 2024 | Uncategorized, Widow and Wisdom
For those who have accumulated substantial wealth, the focus often shifts from simply growing assets to ensuring they are preserved and strategically expanded over time. This is a transition and can often require a mindset shift. While building wealth is an...
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