Donna McElroy

Donna McElroy

Articles

Women & Retirement: Building a Life That Fits, Not Shrinks

April 10, 2024

Think of your career like a well-worn pair of shoes. Comfortable, yes, but after a while, ...

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Mastering the Art of Healthy Living in Retirement

March 29, 2024

Maintaining health during retirement is not just a goal; it's a necessity for enjoying this new ...

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3 Silent Saboteurs, Money Mistakes that Derail Your Savings

February 7, 2024

There is an old saying that says: “The path to financial security is paved with good ...

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Measuring Your Retirement Readiness Against the Average American

January 10, 2024

Embarking on the journey toward retirement often raises many questions: How do my retirement savings compare ...

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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 ...

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Fixed Annuities 101

November 28, 2023

Understanding and Utilizing Fixed Annuities What is a Fixed Annuity? An annuity is an agreement with ...

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Volatile Retirement Planning

October 26, 2023

How to Avoid the Roller Coaster Ride If you're serious about annuities, you've likely come to ...

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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 ...

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Choosing the Right Retirement Destination

July 22, 2023

Retirement represents a significant milestone, a phase that comes with a unique set of challenges. Many ...

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Proactive Retirement Planning for Women

May 21, 2023

Retirement planning can be an overwhelming undertaking, especially for women. Women face unique retirement challenges, such ...

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And They Lived Happily Ever After

March 9, 2023

"Happily ever after" is typically the ending of a fairy tale. But it's more than that. ...

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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 ...

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Should You Have Debt In Retirement?

June 25, 2021

"In a perfect world, you would enter retirement with your home paid off, $2million in savings, ...

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Use a HSA To Partner With Your Retirement Funds

November 21, 2020

"Most people do not know that a Health Saving Account can be used after your working ...

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Happy Lockdown 4th

July 6, 2020

If you're retired or very close to retiring and you feel you need more guaranteed income ...

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The Gray Divorcee

May 11, 2020

What Divorced Women Need To Know About Money "Two major trends are profoundly impacting women. One, ...

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10,000 Baby Boomers Retire Each Day

January 30, 2021

10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...

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A Compelling Story: Fixed Index Annuities

July 21, 2020

How would you like to play poker where the casino told you they would guarantee you ...

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A Gold Watch And Lifetime Income

March 7, 2019

Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...

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A La Carte Planning Don't Be A Victim

March 26, 2023

A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...

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Donna McElroy picture

Donna McElroy

Donna McElroy

2955 Ridgelake Dr.

Suite 104

Metairie, Louisiana 70002

donna@fisadvisor.com

(504) 339-8762

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