RISK MANAGEMENT: ASSET ALLOCATION Whether your retirement is years away or right around the corner, your investment portfolio should be designed with your financial goals in mind. It needs to…
Deena WatsonMay 9, 2022
6 STEPS TO DETERMINE YOUR RETIREMENT READINESS Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good retirement planning…
Deena WatsonMarch 15, 2022
A successful retirement lifestyle begins with planning ahead and thinking through several factors. Achieving your dream retirement is more than saving a big nest egg. While feeling confident financially certainly…
Deena WatsonJune 5, 2023
You skip Starbucks & pack your lunches, but is frugality key to reaching retirement? For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years.…
Deena WatsonDecember 12, 2022
You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what…
Deena WatsonJanuary 27, 2022
TOP FINANCIAL FEARS THAT AFFECT WOMEN Financial fears can paralyze anyone from making a decision about money, but for many women, money and wealth management are particularly terrifying. In fact,…
Deena WatsonJanuary 27, 2022
7 THINGS MEDICARE DOESN'T COVER Medicare Part A and Part B, also known as Original Medicare or Traditional Medicare, cover a large portion of your medical expenses after you turn age 65.…
Deena WatsonJanuary 27, 2022
ARE YOU PLANNING AHEAD FOR LONG-TERM CARE? Long-term care might be the biggest retirement expense you didn’t plan for. 78% of U.S. adults will need some form of assistance as…
Deena WatsonJanuary 27, 2022
5 ROLES LIFE INSURANCE CAN PLAY IN YOUR RETIREMENT PLAN More than a benefit for loved ones you leave behind, life insurance can play a key role in your retirement…
Deena WatsonJuly 26, 2022