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 planning involves…
Deena WatsonMarch 15, 2022
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
WHAT TO DO IN A DOWN MARKET? "History provides a crucial insight regarding market crises: They are inevitable, painful and ultimately surmountable." ~Shelby M.C. Davis, founder and former mutual fund…
Deena WatsonJune 16, 2022
TOP FINANCIAL FEARS THAT AFFECT WOMEN Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. In fact, according to…
Deena WatsonJanuary 27, 2022
THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…
Deena WatsonJanuary 27, 2022
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS To start, some basics. Distributions from 401(k) plans and most other employer-sponsored retirement plans are taxed as ordinary income, and if…
Deena WatsonDecember 10, 2021
What the Inflation Act Means For You? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, this article highlights…
Deena WatsonAugust 30, 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
ESTATE PLANNING: LIFE INSURANCE When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies…
Deena WatsonJuly 26, 2022