Articles By Donna McElroy

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.
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,. . .

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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Understanding and Utilizing Fixed Annuities What is a Fixed Annuity? An annuity is an agreement with an insurance company where you make either a single payment or multiple payments. In. . .

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.. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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