WE ARE TEMPORARILY WORKING REMOTELY
READ MORE
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Holly Donaldson Financial Planning, LLC

Fee-Only Financial Planning

  • Planning
  • About
    • About Us
    • Credentials and Recognition
    • Behind the Credentials
    • Code of Ethics and Fiduciary Duty
    • Press Coverage
  • Blog/Vlog
    • Blog
    • Video Library
  • Resources
    • Books by Holly
    • Recommended Books
    • Free Downloads
    • Courses
  • Contact

Blog

Maximizing Donation Tax Advantages

Posted on May 18, 2022

By Holly Donaldson

Maximizing donation tax advantages: Recently I answered a reader's question on this topic at Robert Powell's Retirement Daily website. (Link:) …

[Read more...] about Maximizing Donation Tax Advantages

Filed Under: Charitable Planning, Tax Tips Tagged With: CFP, charitable contributions, Holly P. Donaldson, itemizing, QCD, RMDLeave a Comment

Why am I getting a Tax Form 5498 in May?

Posted on May 3, 2022

By Holly Donaldson

Why am I getting a tax Form 5498 in May?You may be receiving a Form 5498 in May If you have a Health Savings Account, a Roth IRA, or other IRA.  It might seem like you just got done receiving and …

[Read more...] about Why am I getting a Tax Form 5498 in May?

Filed Under: Fee-Only Financial Planner, Psychology of Money, Tax Tips Tagged With: CFP, fee-only financial planner, Form 5498, Holly P. DonaldsonLeave a Comment

Guest Rap Song Post: It Won’t Go To Zero

Posted on May 3, 2022

By Holly Donaldson

Guest rap song post: It Won't Go To Zero. In early 2010, Ken Robinson, JD and Certified Financial Planner in Ohio, produced a funny rap video with a serious educational message: "It Won't Go to Zero." …

[Read more...] about Guest Rap Song Post: It Won’t Go To Zero

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

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Go to page 5
  • Interim pages omitted …
  • Go to page 121
  • Go to Next Page »

Primary Sidebar

Search

Subscribe to our Blog

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Before Footer

Sign Up To Stay In Touch!

Sign up for our award-winning monthly e-letter, "The View From The Porch."

We do not share your email address with anyone.

By submitting this form, you are consenting to receive marketing emails from: Porchview Publishing LLC, P.O. Box 4654, Seminole, FL, 33775, http://www.hollypdonaldson.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact

Footer

Holly P. Donaldson, CFP®

holly-headshot
Meetings currently available by videoconference (GoToMeeting) only
813.781.8040

TALK TO HOLLY

 

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.

Let's Talk

Purchase Holly’s Book

Cover-V2
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

BUY NOW

 

 

Holly Donaldson, CFP®

Copyright © 2022 · Holly P. Donaldson, CFP · All Rights Reserved · Disclosure Brochure · Privacy Policy