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Holly Donaldson Financial Planning, LLC

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Blog

The Ideal Retirement Plan: It’s About More Than Money

Posted on June 8, 2022

By Holly Donaldson

The ideal retirement plan: it's about more than money. I knew a man who couldn’t wait to retire from his government job. With a few decades of hard work and wise money decisions, he was able to …

[Read more...] about The Ideal Retirement Plan: It’s About More Than Money

Filed Under: Behavioral Economics, Behavioral Finance, Fee-Only Financial Planner, Financial Planning, Lifestyle Planning, Psychology of Money, Retirement Planning, Retirement Readiness Tagged With: behavioral economics, CFP, fee-only financial planner, Holly P. Donaldson, psychology of money, relationship with money, retirement planningLeave a Comment

The ABCs of Behavioral Economics

Posted on June 2, 2022

By Holly Donaldson

The ABCs of Behavioral Economics: This article was originally published in NAPFA Advisor magazine. Behavioral economics, with its long lexicon of “biases,” has enjoyed great popularity for a couple …

[Read more...] about The ABCs of Behavioral Economics

Filed Under: Behavioral Economics, Behavioral Finance, Emotional Intelligence, Fee-Only Financial Planner, Financial Planning, Money and Mind Games, Psychology of Money Tagged With: behavioral economics, CFP, fee-only financial planner, Holly P. Donaldson, psychology of moneyLeave a Comment

Inflation Relief: Florida 2022 Sales Tax Holidays

Posted on May 25, 2022

By Holly Donaldson

Inflation relief: Florida 2022 Sales Tax Holidays. In inflationary times, every bit of savings can help. Florida sales tax runs anywhere from 6% to 8%, depending upon the county where you are making …

[Read more...] about Inflation Relief: Florida 2022 Sales Tax Holidays

Filed Under: Fee-Only Financial Planner, Psychology of Money, Tax Tips Tagged With: CFP, fee-only financial planner, fee-only financial planning, Florida sales tax holiday, Holly P. Donaldson, inflation relief, sales tax tipsLeave a Comment

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Holly P. Donaldson, CFP®

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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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Lazarus Financial Planning

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