Donna McElroy
Donna McElroy
Donna thrives on making a difference for her clients, securing their financial needs. Not just focused on Annuities and Life Insurance but with all retirement and financial needs as well.
More information about Donna can be found in the About Us Tab above
Our Most Recent Article
Understanding the Flexibility of Social Security Benefits
August 28, 2024
For many seniors, the flexibility offered by Social Security benefits may be a relief. The ability to start, stop, and even restart benefits provides a way to adapt to changing financial circumstances. Even those who thought they fully understood the ...
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Donna McElroy
Donna McElroy
2955 Ridgelake Dr.
Suite 104
Metairie, Louisiana 70002
donna@fisadvisor.com
(504) 339-8762
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How to Have Difficult Conversations with Aging Parents About Their Safety and Need for Increased Care
(July 11, 2024
Navigating the delicate terrain of discussing safety and increased care ...
Tax Planning for Retirement
(June 13, 2024
As you enter retirement, understanding the intricacies of tax planning ...
Planning for a Purposeful Retirement
(May 22, 2024
Retirement is a significant milestone, the reward for decades of ...
Women & Retirement: Building a Life That Fits, Not Shrinks
(April 9, 2024
Think of your career like a well-worn pair of shoes. ...
Mastering the Art of Healthy Living in Retirement
(March 28, 2024
Maintaining health during retirement is not just a goal; it's ...
3 Silent Saboteurs, Money Mistakes that Derail Your Savings
(February 6, 2024
There is an old saying that says: “The path to ...
How to Have Difficult Conversations with Aging Parents About Their Safety and Need for Increased Care
(July 11, 2024
Navigating the delicate terrain of discussing safety and increased care ...
Tax Planning for Retirement
(June 13, 2024
As you enter retirement, understanding the intricacies of tax planning ...
Planning for a Purposeful Retirement
(May 22, 2024
Retirement is a significant milestone, the reward for decades of ...
Women & Retirement: Building a Life That Fits, Not Shrinks
April 9, 2024
Think of your career like a well-worn pair of shoes. ...
Mastering the Art of Healthy Living in Retirement
March 28, 2024
Maintaining health during retirement is not just a goal; it's ...
3 Silent Saboteurs, Money Mistakes that Derail Your Savings
February 6, 2024
There is an old saying that says: “The path to ...