Kids Getting Entitled? Try Reversing Roles
One family who was concerned about their children's casual view of money decided to let the kids treat for a night out. The role reversal led to some shocking revelations for the kids. Holly P. Donaldson, CFP® is a fee-only financial planner in St. Petersburg, FL serving the Tampa Bay area, and author of The Mindful Money Mentality: How To Find Balance in Your Financial Future (available at Amazon - https://www.amazon.com/dp/B00GRDP0Y... or on Kindle)
The I.D.E.A.L. Victim For Predators
What makes an I.D.E.A.L. victim for someone preying on elders? Avoid these 5 traits to help prevent predators from entering a senior's life. Holly P. Donaldson, CFP® is a fee-only financial planner in St. Petersburg, FL serving the Tampa Bay area, and author of The Mindful Money Mentality: How To Find Balance in Your Financial Future (available at Amazon - https://www.amazon.com/dp/B00GRDP0Y... or on Kindle)
Hospice: Sooner, or Later? 4 Misconceptions
There are four misconceptions about Hospice care, some of which can have a financial impact on a patient and their families. Holly P. Donaldson, CFP® is a fee-only financial planner in St. Petersburg, FL serving the Tampa Bay area, and author of The Mindful Money Mentality: How To Find Balance in Your Financial Future (available at Amazon - https://www.amazon.com/dp/B00GRDP0Y... or on Kindle)
5 Questions to Build Your Child-Free Elder Care Support Team
One-third of people aged 45 to 63 years old are single, and 15 percent of women aged 40 to 44 have no children. How to ensure comfort and safety in their later years with no kids? Holly P. Donaldson, CFP® is a fee-only financial planner in St. Petersburg, FL serving the Tampa Bay area, and author of The Mindful Money Mentality: How To Find Balance in Your Financial Future (available at Amazon - https://www.amazon.com/dp/B00GRDP0Y... or on Kindle)
What's Your Holiday Spending Style?
Holly P. Donaldson, CFP®, reviews 6 spending "styles" and how they apply to gift decisions at the holidays. Holly P. Donaldson, CFP® is a fee-only financial planner in St. Petersburg, FL serving the Tampa Bay area, and author of The Mindful Money Mentality: How To Find Balance in Your Financial Future (available at Amazon - https://www.amazon.com/dp/B00GRDP0Y... or on Kindle)
Rugged Self-Sufficiency
Becky the cowgirl passed on her values to six generations of descendants. Could you be one of them? Holly P. Donaldson, CFP® is a fee-only financial planner in St. Petersburg, FL serving the Tampa Bay area, and author of The Mindful Money Mentality: How To Find Balance in Your Financial Future (available at Amazon - https://www.amazon.com/dp/B00GRDP0Y... or on Kindle)
Retail Decision Fatigue at Bed, Bath, and Beyond
This video is about how retail stores break down our ability to say "no" to temptation. Holly P. Donaldson, CFP® is a fee-only financial planner in St. Petersburg, FL serving the Tampa Bay area, and author of The Mindful Money Mentality: How To Find Balance in Your Financial Future (available at Amazon - https://www.amazon.com/dp/B00GRDP0Y... or on Kindle)
Form 5498 in May? Why?
Wondering why you have received yet another tax reporting form, in May? Holly P. Donaldson, CFP® explains what it is, why you would receive one, and what to do about it. Holly P. Donaldson, CFP® is a fee-only financial planner in St. Petersburg, FL serving the Tampa Bay area, and author of The Mindful Money Mentality: How To Find Balance in Your Financial Future (available at Amazon - https://www.amazon.com/dp/B00GRDP0Y... or on Kindle)
