Natasha Donaldson Financial Advisor at Affinity Planning Partners

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Natasha Donaldson Financial Advisor at Affinity Planning Partners

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. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers.

Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC
www.lincolninvestment.com
Affinity Planning Partners and the above firms are independent and non-affiliated.

31/01/2024

Avoid paying extra on your hard-earned nest-egg. Let’s talk through the tax advantages of retirement accounts and the penalties that could come with them. https://bit.ly/48VG3BA.

13/12/2023

Does your financial plan consider these common rules of thumb? Let's ensure you're on the right path. https://blog.massmutual.com/planning/financial-rules-of-thumb?_ga=2.161600187.609524638.1692624052-208577506.1670253446.

06/09/2023

Do you want a quick and easy estimate of how much life insurance coverage you may need? Try this simple calculator and then contact me with questions!

25/07/2023

Women still have less life insurance coverage than men, which could leave their loved ones at risk. Learn about the life insurance gender gap and how prioritizing financial wellness can help.
https://blog.massmutual.com/post/life-insurance-gender-gap.

05/05/2023

Life insurance means your kids are protected should the worst happen. Get in touch with me to learn how.

02/05/2023

It's never too early to start saving for college. Try this College Savings Calculator to see how much you might need to save for tuition. And then contact me to discuss next steps.

17/03/2023

MassMutual’s Single Payment Program may be an efficient way for your clients to pre-fund their life insurance policy premiums. Learn more. https://bit.ly/3JnILnX.

14/03/2023

Whole life insurance can provide additional income in retirement. Did you know its value will never decline due to volatility in the market? Learn more. https://blog.massmutual.com/post/insurance-retirement-supplement.

17/02/2023

The idea of losing liquidity can be scary, but it’s important to remember that the best way to bolster savings is to leave them alone. Let’s talk about how a deferred fixed annuity can help your clients grow their savings tax-deferred on funds they already shouldn’t be touching. https://blog.massmutual.com/post/annuity-fit-retirement.

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http://www.affinityplanningpartners.com/

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