Helpful Information about Retirement Investment

coffee, starbucks, frugality, retirement planning, wealth management

Is Frugality the Key to Reaching Retirement?

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

Estate Planning Investments Wealth

Considering Selling Your Home to Fund Retirement?

Considering selling your home to fund retirement? You aren’t alone. Not only do you need to consider your financial situation, but evaluating your retirement lifestyle is essential. If you’re on…

Deena WatsonJuly 17, 2023

Arrows showing market ups and downs | Outlook Wealth Advisors

Investments Risk Wealth

What to do in a down market?

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

Life Insurance, beneficiary, estate planning, estate, inheritance, heirs

Estate Planning Income Investments Taxes Wealth

Estate Planning: Life Insurance

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

Life Insurance, retirement planning, wealth management, retirement plan benefits

Estate Planning Income Investments Taxes Wealth

5 Roles Life Insurance Plays in Retirement Planning

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

women, senior women, wealth management, retirement planning, financial fear, investment strategies

Investments Wealth Women

5 Empowering Investment Strategies for Women

No two paths to investing and retirement are the same, and that’s especially true for women. While many women choose to get married and have children, others choose to chart…

Deena WatsonMarch 1, 2023

Worried woman, financial fear, wealth management, retirement planning

Income Investments Wealth Women

Top Financial Fears That Affect Women

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

Investments