Debbie Conover | Service Administrator
Year Joined: 2016
Years of Professional Experience: 30+
What I love about Retirement Evolutions: Being involved with a dedicated group of people that love to make a difference in their client’s world. I enjoy coming in and making an impact and connecting with the clients.
Places I’ve Lived: 25 years in Cleveland, Sacramento, Tucson since 2005
My Hobbies and Passions: Discovering new places and faces traveling in an RV, being with grandchildren, creating websites, being an event planner, being a Rotarian and giving back.
Debbie spends much of her time assisting the advisors in conducting research and preparing materials for meetings. She is also heavily involved in keeping essential databases and electronic filing stays current.
Debbie’s Professional Story
Debbie could technically check the box of “retired”, but her personal engine doesn’t sit well at idle. Debbie’s professional journey includes over 20 years as an owner/operator of an auto repair shop. In her “2nd career” she spent time as an Office Administrator for a financial company, independently prepared corporate and individual taxes, worked as a patient liaison for a home health agency and worked as a coordinator for the Pima Council on Aging. Debbie is a long time friend with Karyn and so when the business was looking for an experienced, part-time set of hands adding her to the team was a natural fit.
Debbie’s Personal Story
Debbie grew up in Ohio and then moved to Sacramento where she married her husband Geary in 1984. After moving on from their auto shop business they were drawn to the clear air of Tucson to spend their retirement years. They have 4 children and 4 grandchildren. Summers months are spent traveling in their RV, meeting up with Rotarians from all over the world and making long visits with family. Debbie and Geary have traveled to most destinations on their bucket list; including Ireland, Australia, New Zealand, Germany, Norway, Great Britain, Sweden, Hawaii, Canada, Alaska, and most of the other 50 states.
We invite you to come into our office
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com, or call us at 520-399-6340 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
LISTEN TO JOHN AND KARYN ON THE RADIO
“Let her sleep, for when she wakes she will shake the world.”
-Napoleon Bonapart speaking about China
General Motors recently announced the pending closure of three U.S. assembly plants and the discontinuation of six cars made at those plants. While large sedans are no longer big sellers in the United States, they remain popular in China, and GM will continue to manufacture them there.LISTEN
The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York, and other high-tax states could face a higher tax bill when they file their 2018 return.
While cutting tax rates on ordinary income, increasing the standard deduction and doubling the federal estate and gift tax exemptions, the tax legislation also capped the deduction for state and local taxes (SALT). While once open-ended, the SALT deduction is now limited to $10,000 ($5,000 if married, filing separately).LISTEN
Risk is a necessary element of any retirement plan – because investing in things like stocks which can decrease in value can also give you big increases. Today Jon and Karyn talk about how to manage the risks involved to your own tolerances to give you the right plan with the right amount of risk so that your money will be there whenever you need it.LISTEN
What sneak attacks could try to derail your retirement plans? Well, some include long-term care and other health costs, or kids coming back home as adults. Jon and Karyn discuss these and a number of other things which could throw your retirement plans for a loop if they are not addressed or planned for.LISTEN
We all know what a balance sheet is when it pertains to a business. Well, when we retire, we need to check our personal balance sheet – if it’s out of balance, we may not have the money and resources we need to retire in the first place. Today Jon and Karyn go over the steps which need to be taken to be sure your personal balance sheet is where it needs to be in order to live your best retirement.LISTEN