A buckets approach to retirement income: One of the most common questions financial planners receive from pre-retirees is, "What's the safest way to give myself a paycheck once I quit …
[Read more...] about A Buckets Approach To Retirement Income
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Holly Donaldson Financial Planning, LLC
Fee-Only Financial Planning
Posted on April 27, 2022
A buckets approach to retirement income: One of the most common questions financial planners receive from pre-retirees is, "What's the safest way to give myself a paycheck once I quit …
[Read more...] about A Buckets Approach To Retirement Income
Posted on April 20, 2022
Minimalism, Happiness and Kakeibo: Minimalism trends have been around at least a decade. They contributed to the rise of the FIRE (Financially Independent Retiring Early) movement, where 20- to …
Posted on March 3, 2022
2021 Book Reviews: Last year I read or listened to 48 books. That's not a number particularly worth bragging about (I think my bookworm mother probably read twice that many). But, it was enough that I …
Posted on February 2, 2022
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 …
Posted on December 8, 2021
What's a holiday spending style? It's the approach you take to spending money on others. How do you decide what to spend at the holidays, and on whom? In her program, Money Habitudes …
Meetings currently available by videoconference (GoToMeeting) only
813.781.8040
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.
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