Digital Assets

Filed Under: Digital Assets, Estate Planning, Family Finances, Fee-Only Financial Planner Tagged With: CFP, digital assets, digital estate, estate planning, fee-only financial planner, Holly P. Donaldson, Holly P. ThomasLeave a Comment

Mind Your 4 Digital Asset Types

An attorney I met had a father-in-law who ran 3 businesses from his Blackberry. When he died suddenly, she was shocked at how difficult it was to access his emails, accounts, and online life. Every …

Filed Under: Digital Assets, Estate Planning, Fee-Only Financial Planner, Financial Planning, personal finance Tagged With: digital assets, digital estate, estate planning, fee-only financial planner, Holly P. ThomasLeave a Comment

Dig Those Digital Assets

Shortly before a relative of mine died in 2008, he showed me where and how he kept his financial life organized. He had accounts in more places than I could keep track of in my head. So we wrote them …

Meetings available in our St. Petersburg, FL office or by Zoom videoconference
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 can be provided in our offices or remotely using Zoom video and screen-sharing.

SCHEDULE A CALL

Holly P. DonaldsonFollow

Holly P. Donaldson @hollypdonaldson·

January 22, 2021

ESG investing roots began in the 1980’s with student anti-apartheid protests. In 1986, beginning with Hampshire College, over 150 universities, and then over 90 cities and states, took divestiture actions to varying degrees. Congress then passed the 1986 Anti-Apartheid Act.

Reply on Twitter 1352615986994798593 Retweet on Twitter 1352615986994798593 Like on Twitter 1352615986994798593 Twitter 1352615986994798593

Holly P. Donaldson @hollypdonaldson·

January 18, 2021

How Selling Stock Helped Bring Down A Government: ESG Investing https://t.co/9kKyS5itxq

Reply on Twitter 1351179950871744512 Retweet on Twitter 1351179950871744512 Like on Twitter 1351179950871744512 Twitter 1351179950871744512

LOAD MORE TWEETS

Mind Your 4 Digital Asset Types

Dig Those Digital Assets

Sign Up to Stay In Touch!

Holly P. Donaldson, CFP®

TALK TO HOLLY

Purchase Holly’s Book

Holly’s Latest Tweets

Digital Assets

Before Footer

Sign Up to Stay In Touch!

Footer

Holly P. Donaldson, CFP®

TALK TO HOLLY

Purchase Holly’s Book

Holly’s Latest Tweets