Archive: Michael Donnan, CLTC

Under 60 | Wills: The Cornerstone of Your Estate Plan

Wills: The Cornerstone of Your Estate Plan If you care about what happens to your money, home, and other property after you die, you need […]

Advice4Life | Do you have a retirement plan?

Do you have a retirement plan? Completing a Financial Life Plan with your advisor will provide you with a clear picture… If you are pondering […]

Lifestyle Look | 12 Financial Resolutions

12 Financial Resolutions Review and revamp your financial plan all year long. Instead of hauling out those familiar New Year’s resolutions about eating less and […]

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