Holly Donaldson Financial Planning, LLC

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Couples and Money

Honey, Ain’t Money Funny? 4 Ideas For Couples’ Money Convos

Posted on February 16, 2022

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Honey, ain't money funny? Sometimes, not so much. As Valentine’s Day came and went, a couple struggled with questions about consumerism, the meaning behind gifts, and how money affected their …

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Monthly Money Dates

Posted on February 2, 2022

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Monthly money dates sure don’t sound very romantic. However, it’s said that money and sex are the two biggest reasons for divorce*. Could it be just a coincidence they are also two of the most …

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Letting Go of Money Self-Doubt

Posted on November 17, 2021

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Letting go of money self-doubt is one of the best gifts you can give yourself. Sometimes these messages operate in the background, quietly driving decisions when we don't realize it. Other times …

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Guest Post – Attorney Mike Mastry: Beneficiary Designations

Posted on August 27, 2017

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This week we welcome a guest post from Attorney Mike Mastry on beneficiary designations. He has an instructive story that illustrates why it is important to double-check them.  Mike can be reached …

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