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Holly Donaldson Financial Planning, LLC

Fee-Only Financial Planning

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Blog

Floridians: Wait ‘Til July 1 to Buy Kayaks, Grills and Broadway Passes

Posted on June 29, 2022

By Holly Donaldson

Floridians, wait until July 1 to buy that kayak, new grill, or Broadway series pass. The state of Florida has a Freedom Week sales tax holiday encouraging us to a) get outside and b) get back to …

[Read more...] about Floridians: Wait ‘Til July 1 to Buy Kayaks, Grills and Broadway Passes

Filed Under: Tax Tips Tagged With: CFP, fee-only financial planner, fee-only financial planning, Holly P. Donaldson, sales tax tipsLeave a Comment

Parents, Aging and Finances

Posted on June 22, 2022

By Holly Donaldson, CFP®

Parents, aging, and finances. Talking about aging with parents can be one of those difficult conversations we want to put off for another day. Like other difficult conversations, though, avoidance …

[Read more...] about Parents, Aging and Finances

Filed Under: Family Finances, Fee-Only Financial Planner, Finances for Caregivers, Financial Planning, Psychology of Money Tagged With: #agingparents, CFP, estate planning'', fee-only financial planner, finances for caregivers, financial planning, Holly P. DonaldsonLeave a Comment

Estate Planning, Opioids and Addiction

Posted on June 16, 2022

By Holly Donaldson

Estate planning, opioids and addiction: Addiction is one of those common issues everyone thinks is uncommon. But if it was talked about more, more people would realize addiction is a widespread …

[Read more...] about Estate Planning, Opioids and Addiction

Filed Under: Estate Planning, Family Finances, Psychology of Money Tagged With: #addiction, #estate planningLeave a Comment

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Holly P. Donaldson, CFP®

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Meetings currently available by videoconference (GoToMeeting) only
813.781.8040

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I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We'll chat about your needs, your goals, and what steps are right for you. Financial planning services are currently provided remotely using video and screen-sharing.

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Even people who are "good with money" can have trouble making money decisions.

“As I always tell my clients: there are no right or wrong money decisions; there are only money decisions which are right or wrong for you. Holly's book is an excellent guide and tool to help you get clear about what is most meaningful and right for you.”

Jennifer Lazarus, CFP®
Lazarus Financial Planning

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