Donna McElroy, Financial Investment Services (F.I.S.)

About Donna McElroy

With Donna, customers not only receive answers to their annuity questions, but they also gain a friend. Building relations, offering helpful suggestions, and just being there for people are the unique qualities that distinguish her company today.

Donna McElroy: Can working seniors contribute to Health Savings Accounts?

"You may be one of the many people over 65 who are making Health Savings Account (HSA) contributions. Be sure you are following  the rules to the letter." Donna McElroy.   By Donna McElroy Most clients know I am a big fan of Health Savings Accounts (HSAs). HSAs can potentially save people THOUSANDS of dollars [...]

By |2022-10-23T18:08:33+00:00July 10th, 2022|Money News, Protect your wealth|

Donna McElroy: Should you retire when you turn 65?

Is there truly an "ideal" retirement age? "Retiring at age 65 is not, like gravity, an immutable law of the universe." Donna McElroy By Donna McElroy Have you heard... There were three wise men in the Bible? If you drop a penny from a skyscraper, you could kill someone? A pinch of salt in the [...]

By |2022-09-27T18:17:59+00:00April 29th, 2022|Investing, Leave a legacy, Protect your wealth|

Donna McElroy: Worried about having enough money to retire? You’re not alone.

  By Donna McElroy Barring potentially unpopular reforms to Social Security and changes to the ways Americans save, most seniors risk running out of money early during their retirement years. There are numerous proposals to expand retirement savings, and some states have implemented automatic-IRA systems for private-sector workers. Still, the politicization of retirement [...]

By |2022-10-23T18:21:40+00:00March 17th, 2022|Investing, Protect your wealth|
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