Holly P. Donaldson, CFP®

If you are under 70 1/2 and have an IRA or  Health Savings Account, you may have received a Form 5498 in May. Many people are confused as to its purpose and in particular, timing. It seems …

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Early in my banking career, I had codependency tendencies with clients. How do I know this? Eight behaviors: 1. I lost sleep over how I thought a client might be feeling – about their kids, …

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Congratulations, you are ready to have that talk with your family about your wishes. You know you need to have it all documented. But which documents do you need for what? Below is a basic list. Most …

[Read more...] about Part 2 of 2 – The Talk That Only Gets Tougher – 4 Documents

60% of people say not burdening their family with tough decisions is “extremely important,” but 56% have not talked about their end-of-life wishes.* This year, National Health Care Decisions Day, …

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