Donna DeGennaro

CONNECT

Address:

455 S. Livernois, Suite C-23
Rochester Hills, MI 48307

Phone:

(248)644-1545

Fax/Other:

(248) 266-2018

Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Retirement

  • Planning Options

    There’s a variety of retirement planning options that could help meet your needs. Here’s some of the most popular.

Tax Planning

  • Tax-Advantaged Investments

    Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • College Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.

  • College Investment Options

    Starting to invest early for college and remaining consistent can help investors reach their goals.

Cash Management

Risk Management

  • Variable Life Insurance

    Variable life insurance gives you the control to allocate your account value among a variety of investment options.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck