Archive: Michael Donnan, CLTC

Advice4Life | Charitable Contributions from IRAs

Charitable Contributions from IRAs Having a conversation with your advisor will provide you with a clear picture… If you are pondering when you can retire […]

Inside Scoop | A plan for all seasons

A plan for all seasons A SPRINGTIME SPRUCE-UP The birds singing and flowers blooming are a cue – it’s time for heavy duty cleaning and […]

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 […]

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