Maureen A. Dunning at Greenville Advisors, LLC, Financial & Estate Planning

12/21/2023

Merry Christmas, Feliz Navidad, Joyëux Noel! No matter how you say it, may you and your loved ones have a very happy holiday.

12/19/2023

The holidays are a time to reflect and spend time with loved ones as we prepare for the New Year. Happy Holidays to all, wishing you a season filled with joy and love!

12/14/2023

Nearing retirement is an equally exciting and nerve-wracking time. As you prepare for the next phase in your journey take a look at these tips to help make sure your retirement plans stay on track.

With so many critical decisions to make and lots of opinions to consider, here are some common-sense tips to keep you on track.

12/07/2023

Prepping your holiday check list? Make sure you prepare your year-end financial check list too.

The end of the year is already chockfull of important things to do, but don’t let these seven fall through the cracks. You’ll thank yourself in 2024.

11/27/2023

For many, long-term care may seem unnecessary. However, it could be a crucial piece in securing your financial future in an unpredictable world.

Make sure you understand the long-term care options available to you.

More likely than not, you’ll need some form of long-term care in retirement. Figuring out now how to handle the costs would be like building a fence around your retirement home.

11/20/2023

Wishing you a very HappyThanksgiving!

11/13/2023

Women are taking control of their finances. In fact, $30 Trillion is expected to transfer to women in the U.S. by 2030.*

Make sure you are prepared to take control of your financial future. Contact me today at (302)563-1568 or [email protected]

*McKinsey “women as the Next Wave of Growth in US
Wealth Management,” July 2020

11/08/2023

"The holidays are, naturally, a time of giving — a time when people look to show gratitude for and to others by giving gifts or donating their money or time. It’s often when individuals look to donate funds to their favorite charities or special causes that are important to them. But is it as simple as writing a check?"

Maximize your efforts by following these expert-recommended tips.

10/26/2023

Today 401(k) plans have become the primary source of retirement income for many Americans. Because of this, it is important to understand how you can work to maximize these plans and protect yourself from potential loss.

An integrated approach of investments and annuities could provide you with more retirement income in addition to protection against inflation and late-in-life expenses.

10/09/2023

The Secure Act 2.0 implemented many changes that you may not know about. This summary can help you make sure you are up to date on the most recent changes that may impact your retirement savings plans.

The SECURE 2.0 Act makes major changes to 401(k), IRA, Roth, and other retirement savings plans. Here's what you need to know.

09/08/2023

How to Build Your Financial House From the Foundation Up - https://bit.ly/48atId8

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When you draw up your financial blueprint, you’ll want the result to weather economic storms, risks that come with aging and other changes in your life.

09/01/2023

I am honored to be recognized as a member of the Prudential Masters Council for my dedication to clients. Let me help you map out a strategy to help throughout your retirement. Please contact me at (302) 563-1568.