Holly Donaldson Financial Planning, LLC

Fee-Only Financial Planning

Personal Finance

Filed Under: Fee-Only Financial Planner, Personal Finance, Psychology of Money Leave a Comment

Over 70 1/2? How To Keep The Charitable Deduction

With the new tax law, many people will no longer itemize. So when they think about taking out a mortgage, paying property taxes, or making charitable deductions, they should no longer assume some kind …

[Read more...] about Over 70 1/2? How To Keep The Charitable Deduction

Filed Under: Family Finances, Fee-Only Financial Planner, Financial Planning, Personal Finance Leave a Comment

The Best Gift for Graduates

Estate planning as a graduation present?!?? Attorney Linda Chamberlain is our featured blogger this week, with a wise reminder on the best gift for graduates. Learn why 18+ year olds need certain …

[Read more...] about The Best Gift for Graduates

Filed Under: Couples and Money, Estate Planning, Family Finances, Fee-Only Financial Planner, Personal Finance Tagged With: Leave a Comment

Guest Post – Attorney Mike Mastry: Beneficiary Designations

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 …

[Read more...] about Guest Post – Attorney Mike Mastry: Beneficiary Designations

Filed Under: Fee-Only Financial Planner, Personal Finance, Psychology of Money Tagged With: , , Leave a Comment

Working Up to Dick Wagner’s Standards

It's been a couple of weeks since the sudden passing of one of my favorite mentors, Dick Wagner. Most people outside the financial world haven't heard of him. Dick's influence on the public came from …

[Read more...] about Working Up to Dick Wagner’s Standards

Filed Under: Financial Planning, Lifestyle Planning, Personal Finance Leave a Comment

What’s Your Medical Mindset?

Many assumptions go into any kind of financial plan. One of the biggest nowadays is the amount needed to cover healthcare expenses. Lots of financial planners, and retirees-to-be, approach with a …

[Read more...] about What’s Your Medical Mindset?