Donna McElroy
Donna McElroy
Articles
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 ...
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 with aging parents may be challenging. ...
Tax Planning for Retirement
June 13, 2024
As you enter retirement, understanding the intricacies of tax planning is more than just a necessity—it's ...
Planning for a Purposeful Retirement
May 22, 2024
Retirement is a significant milestone, the reward for decades of hard work. But stepping away from ...
Women & Retirement: Building a Life That Fits, Not Shrinks
April 9, 2024
Think of your career like a well-worn pair of shoes. Comfortable, yes, but after a while, ...
Mastering the Art of Healthy Living in Retirement
March 28, 2024
Maintaining health during retirement is not just a goal; it's a necessity for enjoying this new ...
3 Silent Saboteurs, Money Mistakes that Derail Your Savings
February 6, 2024
There is an old saying that says: “The path to financial security is paved with good ...
Measuring Your Retirement Readiness Against the Average American
January 9, 2024
Embarking on the journey toward retirement often raises many questions: How do my retirement savings compare ...
Hacking Your Retirement Taxes, Legal Strategies for Bigger Nest Eggs
December 15, 2023
When planning for retirement, understanding how to minimize taxes on your savings is essential for ensuring ...
Fixed Annuities 101
November 27, 2023
Understanding and Utilizing Fixed Annuities What is a Fixed Annuity? An annuity is an agreement with ...
Volatile Retirement Planning
October 25, 2023
How to Avoid the Roller Coaster Ride If you're serious about annuities, you've likely come to ...
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 ...
Choosing the Right Retirement Destination
July 21, 2023
Retirement represents a significant milestone, a phase that comes with a unique set of challenges. Many ...
Proactive Retirement Planning for Women
May 21, 2023
Retirement planning can be an overwhelming undertaking, especially for women. Women face unique retirement challenges, such ...
And They Lived Happily Ever After
March 8, 2023
"Happily ever after" is typically the ending of a fairy tale. But it's more than that. ...
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 ...
Should You Have Debt In Retirement?
June 24, 2021
"In a perfect world, you would enter retirement with your home paid off, $2million in savings, ...
Use a HSA To Partner With Your Retirement Funds
November 20, 2020
"Most people do not know that a Health Saving Account can be used after your working ...
Happy Lockdown 4th
July 6, 2020
If you're retired or very close to retiring and you feel you need more guaranteed income ...
The Gray Divorcee
May 11, 2020
What Divorced Women Need To Know About Money "Two major trends are profoundly impacting women. One, ...
Donna McElroy
Donna McElroy
2955 Ridgelake Dr.
Suite 104
Metairie, Louisiana 70002
donna@fisadvisor.com
(504) 339-8762
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