Tag: shawna

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  The Role of Annuities in Retirement Planning

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  Is saving everything into a Roth for retirement the best strategy?

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  Retirement Planning for Couples with an Age Difference

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  Needs vs Wants: Smart Spending and Prioritizing Your Money

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  Is It Time to Retire? Signs You’re Ready for Your Next Chapter

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  Closing the Year Strong: Key Financial Moves Before Year-End

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  Why Proper Asset Titling is Critical for Estate Planning

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  Shawna Theriault’s Road to Becoming a Financial Advisor

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  Different Types of Trusts Explained

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  How to Estimate Your Tax Bill in Retirement

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  Should I pay off my mortgage before retirement or invest?

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  When should I take the tax hit on unrealized gains?

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