by K. Donston | Jun 1, 2021 | blog
[vc_row][vc_column][vc_column_text] I’m here to help my clients get the most out of their retirement. That goes beyond saving and spending money. It’s about finding ways to enjoy free time, connect with loved ones, gain new perspectives and spend money, too.... by K. Donston | May 19, 2021 | blog
[vc_row][vc_column][vc_column_text] Let’s be honest: Estate planning is not a fun topic to dig into. It’s basically planning for when you’re incapacitated or dead. But it’s even less fun to talk about messy estate planning after the fact, when heartache and... by K. Donston | May 5, 2021 | blog
[vc_row][vc_column][vc_column_text] Investors are constantly keeping tabs on the market, but it’s just as essential to take stock of themselves. Knowing your risk tolerance can make the difference between a smart investor and a sorry investor. Relying on your... by K. Donston | Apr 21, 2021 | blog
[vc_row][vc_column][vc_column_text] An estate is more than the home you have. It involves all of your assets, including valuables, cars, and other possessions. While no one wants to think of their own passing, it’s important to create a sound estate plan for... by K. Donston | Apr 8, 2021 | blog
[vc_row][vc_column][vc_column_text] Leaving behind your work life and everyday routine is a thrilling and intimidating process for any retiree. Many of us lose a source of personal fulfillment when we say goodbye to our professional careers. However, you can... by K. Donston | Mar 25, 2021 | blog
[vc_row][vc_column][vc_column_text] The April 15th tax filing deadline is fast approaching, and that means the pressure to start your taxes is on. Unfortunately, you can’t just dive in headfirst – a few changes wait for you in the 2021 tax season. You can...