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 firstname.lastname@example.org, 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 JON AND KARYN ON THE RADIO
Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important that we begin teaching the principles of saving and investing to people as early as possible.LISTEN
When the 2017 Tax Cuts and Jobs Act reduced the corporate tax rate from 35 percent to 21 percent, the hope was companies would spend their influx of money on expansion and increased jobs and wages. Instead, public companies’ most popular way to spend the excess capital has been to buy back their own stock.LISTEN
March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.
The short-term spikes over the past few years coupled with corporate share buybacks have served to keep performance humming. As we move forward, a few points of note:LISTEN
Retirement planning is like building a house – it needs a strong foundation. In this case, the foundation of a good retirement plan features eight specific pillars to build on – things like assets, income, and protective features that retirees need. Jon and Karyn go over what they are and how they fit into a plan to be sure your retirement goes as smoothly as possible.LISTEN
When Lessie Brown, a 114-year-old woman from Ohio, passed away in January, her family attributed her longevity to the fact that she ate a sweet potato nearly every day until she was well past 100.LISTEN