Articles By McElroy Donna

Donna began in the financial business as a part-time teller at a local bank in 1991. She was quickly given several promotions as her dedication to customers’ needs was apparent and appreciated. Unfortunately, the bank was bought out, which changed Donna’s trajectory to seek out an education to obtain her insurance license, she started her firm, she’s the current president of Financial Investment Services.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. Ensuring a safe retirement for her clients gives her more joy than any amount of money ever could.
November 15, 2024

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The shift from a full-time career to retirement can feel like both a victory and a journey into the unknown. How you choose to approach that adventure matters. By reading. . .

October 31, 2024

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Annuities are useful financial vehicles for securing your standard of living during retirement. They come in many forms, including fixed, fixed-indexed, and variable, and can be annuitized at different times. . .

October 24, 2024

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Retirement planning is a journey as unique as the people embarking on it. Each individual’s path is shaped by a mix of personal circumstances, future aspirations, and the resources they. . .

September 19, 2024

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Annuities are financial contracts provided by insurance institutions that can guarantee steady income in retirement, making them an essential part of financial planning for many retirees. By allowing individuals to. . .

August 28, 2024

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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. . .

July 11, 2024

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Navigating the delicate terrain of discussing safety and increased care with aging parents may be challenging. These conversations are crucial for ensuring their well-being and quality of life. Here are. . .

June 13, 2024

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As you enter retirement, understanding the intricacies of tax planning is more than just a necessity—it’s a significant aspect of safeguarding your financial future. Effective tax management can amplify your. . .

May 22, 2024

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Retirement is a significant milestone, the reward for decades of hard work. But stepping away from the structure of a career may be as daunting as it is exciting. It’s easy to. . .

April 9, 2024

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Think of your career like a well-worn pair of shoes. Comfortable, yes, but after a while, they start to feel a touch too tight, a bit worn around the edges.. . .

March 28, 2024

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Maintaining health during retirement is not just a goal; it’s a necessity for enjoying this new chapter of life to its fullest. Retirement offers the promise of time to relax,. . .

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