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.
February 6, 2024

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There is an old saying that says: “The path to financial security is paved with good intentions”, yet so often, it’s littered with insidious, silent saboteurs that chip away at. . .

January 9, 2024

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Embarking on the journey toward retirement often raises many questions: How do my retirement savings compare with others? Will my income during retirement be sufficient for my needs? While curiosity. . .

December 15, 2023

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When planning for retirement, understanding how to minimize taxes on your savings is essential for ensuring long-term financial stability. Various strategies can be employed to achieve this goal, each catering. . .

November 27, 2023

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In an age where financial uncertainty is the norm, retirees face numerous concerns regarding their retirement income strategy. Transitioning from saving money for retirement (the accumulation phase) to relying on. . .

October 25, 2023

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How to Avoid the Roller Coaster Ride If you’re serious about annuities, you’ve likely come to appreciate the value of a stable and predictable retirement income. The title, “How to. . .

September 19, 2023

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Have you ever felt like you’re in a maze regarding retirement planning? I met someone who felt the same way—let’s call him Joe. When we first crossed paths at a. . .

July 21, 2023

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Retirement represents a significant milestone, a phase that comes with a unique set of challenges. Many retirees struggle with critical issues such as financial security, healthcare access, and social connectivity.. . .

May 21, 2023

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Retirement planning can be an overwhelming undertaking, especially for women. Women face unique retirement challenges, such as caretaking responsibilities and lower average savings rates than men. However, with proactive planning,. . .

“Happily ever after” is typically the ending of a fairy tale. But it’s more than that. It’s also the way we want to retire. What does it take to have. . .

February 9, 2022

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“Response to the COVID-19 pandemic has upended nearly every working person’s retirement plans. However, women in the workplace may have taken the biggest hit.” Donna McElroy As the COVID-19 pandemic. . .

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