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Holly Donaldson Financial Planning, LLC

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Filed Under: Fee-Only Financial Planner, Psychology of Money Leave a Comment

Transitioning to Retirement – Retired Husband Syndrome

I first heard of retired husband syndrome at a book signing event in 2013. From across the booth, I watched a black-haired young man stare at the back of my newly-published book. He turned it over to …

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February 8, 2021 By Holly Donaldson, CFP®

Filed Under: Fee-Only Financial Planner, Psychology of Money Tagged With: #couplesfinancesLeave a Comment

When She is Better Off Than He Is

Some couples find finances difficult to discuss when she is better off than he is. According to the website FiveThirtyEight, 40% of women now earn more than their husbands. In the July/August 2019 …

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February 1, 2021 By Holly Donaldson, CFP®

Filed Under: Fee-Only Financial Planner, Psychology of Money Tagged With: #retirementLeave a Comment

Retirement Saving – Decisions by Age Decade

How is saving for retirement affected in each age decade? Shortly after the 2008 financial crisis, I saved a Money magazine article on the topic of 401K investing, curious to see if I would change …

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January 25, 2021 By Holly Donaldson, CFP®

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Holly P. Donaldson, CFP®

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Meetings available in our St. Petersburg, FL office or by Zoom videoconference
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 can be provided in our offices or remotely using Zoom 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.”

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Lazarus Financial Planning

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March 8, 2021

Wondering if you've been affected someone’s #alcoholism? Answer some questions to find out:

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#Alateen #AlAnon #FamilyDisease #FamilyRecovery #teensupport #COA #addiction #alcoholicparent #betterchoices #grateful #positivechange

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March 5, 2021

Nearly everyone will have a time in our lives when our brains get discombobulated - divorce, death, job loss, new baby, relocating, and/or retirement. When we mess up, it's important to let our minds rest, go easy on ourselves, and be strong enough to ask for help.

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