Donna McElroy

Donna McElroy


Fixed Annuities 101

November 28, 2023

Understanding and Utilizing Fixed Annuities What is a Fixed Annuity? An annuity is an agreement with ...

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Volatile Retirement Planning

October 26, 2023

How to Avoid the Roller Coaster Ride If you're serious about annuities, you've likely come to ...

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Unlock Your Dream Retirement: Using the Bucket Method

September 19, 2023

Have you ever felt like you're in a maze regarding retirement planning? I met someone who ...

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Choosing the Right Retirement Destination

July 22, 2023

Retirement represents a significant milestone, a phase that comes with a unique set of challenges. Many ...

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Proactive Retirement Planning for Women

May 21, 2023

Retirement planning can be an overwhelming undertaking, especially for women. Women face unique retirement challenges, such ...

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And They Lived Happily Ever After

March 9, 2023

"Happily ever after" is typically the ending of a fairy tale. But it's more than that. ...

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Hidden Costs Of The COVID-19 Pandemic: Devastated Retirement Savings And Fewer Women In The Workplace

February 9, 2022

"Response to the COVID-19 pandemic has upended nearly every working person's retirement plans. However, women in ...

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Should You Have Debt In Retirement?

June 25, 2021

"In a perfect world, you would enter retirement with your home paid off, $2million in savings, ...

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Use a HSA To Partner With Your Retirement Funds

November 21, 2020

"Most people do not know that a Health Saving Account can be used after your working ...

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Happy Lockdown 4th

July 6, 2020

If you're retired or very close to retiring and you feel you need more guaranteed income ...

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The Gray Divorcee

May 11, 2020

What Divorced Women Need To Know About Money "Two major trends are profoundly impacting women. One, ...

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10,000 Baby Boomers Retire Each Day

January 30, 2021

10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...

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A Compelling Story: Fixed Index Annuities

July 21, 2020

How would you like to play poker where the casino told you they would guarantee you ...

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A Gold Watch And Lifetime Income

March 7, 2019

Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...

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A La Carte Planning Don't Be A Victim

March 26, 2023

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

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A New Idea That Has Been With Us For Over 200 Years

August 14, 2019

“Only money left over after paying taxes can be spent. For the average person in the ...

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A Retirement Income Trifecta

May 9, 2022

The Best Practices Used to Create Sustainable Streams of Retirement Income My parents and grandparents both ...

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A Simple And Successful Approach For Your Nest Egg

September 25, 2022

In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first-ever ...

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A Time To Give Thanks

November 3, 2021

As Thanksgiving approaches, I think about what I have to be thankful for and the traditions ...

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Annuities Are A Logical Solution For Longevity Risk

October 14, 2021

"Transitioning from saver to spender can be a disconcerting shift for many seniors. A more systematic ...

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Donna McElroy picture

Donna McElroy

Donna McElroy

2955 Ridgelake Dr.

Suite 104

Metairie, Louisiana 70002

(504) 339-8762

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