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Holly Donaldson Financial Planning, LLC

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Filed Under: Family Finances, Fee-Only Financial Planner, Personal Finance Tagged With: Bank fees, bank of america, debit card fees1 Comment

Bank Fees Going Up

As reported in the Wall St. Journal on September 30, Bank of America and many other large banks will begin charging a monthly fee to use a debit card. Why? Congress has put pressure on banks to make …

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October 7, 2011 By Holly P. Donaldson, CFP®

Filed Under: Behavioral Economics, Behavioral Finance, Economics, Family Finances, Fee-Only Financial Planner, Financial Planning, Happiness Economics, Money and Mind Games, Personal Finance Tagged With: Dan ArielyLeave a Comment

Battle Strategies for Rational Behavior

Our brain’s limbic system is emotional; focused on now; and fears loss.  Our brain’s rational cortex system is logical and does not put emotions on time frames. Therefore, successful strategies to …

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September 16, 2011 By Holly P. Donaldson, CFP®

Filed Under: Behavioral Economics, Behavioral Finance, Financial Planning, Lifestyle Planning, Money and Mind Games, Personal Finance, Third Age Leave a Comment

Our Dual Selves in Financial Decisionmaking

Neuroscience finds there are two players in every decision we make: 1) Our patient self (in our cortex); and 2) Our immediate gratification self (in our limbic system). At a Financial Planning …

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September 9, 2011 By Holly P. 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.”

Jennifer Lazarus, CFP®
Lazarus Financial Planning

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