Videos

2020 downturn tax ideas; 529 refunds; and organizing your digital assets during the pandemic. Holly P. Donaldson, CFP®, is fee-only, advice-only (commission-free) financial planner. For more information see http://www.hollydonaldsonfinancialp... For Holly's book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, https://www.hollydonaldsonfinancial... (Also available on Amazon and Kindle at http://www.amazon.com/dp/B00GRDP0YA...

Holly P. Donaldson, CFP®, fee-only financial planner, is an author and speaker on our relationship with money. In this video she answers more client questions during the Covid-19 pandemic outbreak of 2020. For Holly's book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, see Amazon and Kindle at http://www.amazon.com/dp/B00GRDP0YA... For more on as-needed, project-based, and commission-free financial planning, visit http://www.hollydonaldsonfinancialp...

Holly P. Donaldson, CFP®, fee-only financial planner, is an author and speaker on our relationship with money. For more information see http://www.hollydonaldsonfinancialp... For Holly's book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, see Amazon and Kindle at http://www.amazon.com/dp/B00GRDP0YA...

Holly P. Donaldson, CFP® is a fee-only financial planner, author and speaker on our relationship with money. In this video, she discusses the Fed and the stockmarket. Fed Minutes referenced here: https://www.federalreserve.gov/mone... For Holly's book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, see Amazon and Kindle at http://www.amazon.com/dp/B00GRDP0YA... For a weekly blog on financial concepts or to receive her award-winning monthly e-letter, "The View From the Porch," see https://www.hollydonaldsonfinancial...

Holly Donaldson, CFP® discusses stress, staying present, and how two specific money behaviors either contribute to or alleviate stress. Holly P. Donaldson is a Certified Financial Planner in St. Petersburg, Florida and author of The Mindful Money Mentality: How To Find Balance In Your Financial Future. She provides fee-only advice, financial planning and consulting on an as-needed basis to individuals, couples, and families. Visit her website at https://www.hollypdonaldson.com.

Holly P. Donaldson, CFP® is a fee-only financial planner, author and online course creator. This video provides general information about 3 checkpoint dates for receiving American Rescue Plan stimulus payments. This video is not tax advice and you should always consult a tax professional for applicability to your situation. For Holly's book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, see Amazon and Kindle at http://www.amazon.com/dp/B00GRDP0YA... For a weekly blog on financial concepts or to receive her award-winning monthly e-letter, "The View From the Porch," see https://www.hollydonaldsonfinancial...

Holly P. Donaldson, CFP® is a fee-only financial planner, author and speaker on our relationship with money. This video discusses benefits from the American Rescue Plan for those who pay private health insurance premiums. The link for calculating income thresholds to receive health insurance subsidies under the ACA is here: (https://www.medicaidplanningassista... For Holly's book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, see Amazon and Kindle at http://www.amazon.com/dp/B00GRDP0YA... For a weekly blog on financial concepts or to receive her award-winning monthly e-letter, "The View From the Porch," see https://www.hollydonaldsonfinancial...

In this excerpt from the online Simple Finance course, "Retirement Readiness," Holly P. Donaldson, CFP® explains a buckets approach to retirement income. Holly is a fee-only financial planner, author and course creator on our relationship with money. For Holly's book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, see Amazon and Kindle at http://www.amazon.com/dp/B00GRDP0YA... For a weekly blog on financial concepts or to receive her award-winning monthly e-letter, "The View From the Porch," visit https://www.hollydonaldsonfinancial...