by donna | Mar 26, 2024 | Uncategorized, Widow and Wisdom
Life is full of transitions, and for high-net-worth individuals, these transitions can bring unique financial challenges. Whether it’s divorce, widowhood, a career promotion, starting a new business, or early retirement, proactive financial planning is essential...
by donna | Mar 12, 2024 | Uncategorized, Widow and Wisdom
Blending Your Wealth: A Financial Guide for Newlyweds and Blended Families. Entering into a new marriage marks the beginning of a beautiful journey. However, amidst the excitement of starting a new life together, it’s crucial for newlyweds to address the...
by donna | Feb 1, 2024 | Widow and Wisdom
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? Here’s what to do when your income reaches 7 figures. Find the Proper Financial Professionals to Help You. Reaching a 7-figure income...
by donna | Apr 29, 2022 | Widow and Wisdom
One question I often hear is “Should I use a ROTH or a Traditional IRA in savings? “ I consider these two individual retirement savings as paternal twins. Each share something similar, like twins share a birthdate, both help you save for retirement. ...
by donna | Apr 29, 2022 | Widow and Wisdom
Saving early for retirement can have a HUGE impact on supporting a nice retirement lifestyle in your later years, and many adults, young and middle age alike, get that. But, at the same time, not all adults are working for companies that offer employer-sponsored...
by donna | Apr 4, 2022 | Widow and Wisdom
What do you do when you suddenly find yourself facing widowhood with 3 children under the age of 13 and no established “career” to fall back on? If you’ve watched my very first video, you know that this is my story. My first video is important, why? Because it’s...
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