Joshua Donaldson

Could you be doing better financially? Whether you are just getting started or been managing your money for years, there are always ways to improve. During Financial Literacy Month, check out these free resources on everything from starting a budget to preparing for retirement.

What pandemic-related business and consumer trends could persist in the coming months and years?

Check this out! Cost of 4 year tuition at each of the 64 schools in this year's NCAA March Madness Tournament. One of my favorite planning visuals each year! #financialplanning #college #marchmadness

I've witnessed and reported cases of Elder Abuse since I started in the financial industry over 10 years ago. It's saddening and infuriating. We all have older loved ones in our lives. Give them a call today. Know what's going on in their lives! You could be the only one...#elderabuse #eldercare

Quotes from recent conversations with clients of all ages: "Who taught me how to do my taxes?" "Where was I supposed to learn about investments, budgeting, credit etc.?" ... "I spent 21 of 32 years in school and out of that, a single four month semester in high school was specifically on economics." I love my job and believe it's critically important. However, we need to do a better job educating our society in the area of finances and economics. Teaching financial literacy needs to start as early as possible. Ask yourself how you can be the change. Take action! If you need help, ask questions. Read, ask a professional. Education is priceless and a conversation is free.

"A day that will live in infamy." As we remember the 79th anniversary of the attack on Pearl Harbor, let's draw inspiration from women like Virginia Young (right) and Ethel Mann (left), widows who despite losing their husbands in the attack showed unwavering resiliency and courage by carrying on the fight and valiantly served their country. #pearlharbor #december7 #courage # resiliency

Wishing everyone a happy and healthy Thanksgiving! What are you thankful for this year?

However you celebrate Thanksgiving this year, we always have something to be grateful for. Relationships, near or far, provide some of life's greatest moments and joys. If you can't get together this Thanksgiving, Zoom is waiving the 40 minute limit on meetings! And if you haven't ventured into Zoom yet, please let me know. I'd be happy to walk you through it!#happythanksgiving #zoom #grateful

If 2020 has you wondering if it’s finally time to pursue your passion, consider these 5 financial steps first. #PersonalFinance

Find out how changes the SECURE and CARES Acts brought to #RetirementIncome planning may impact you this year.

As the clock winds down on 2020, consider these 10 investment planning actions to help prepare for year-end. #investing

November 3 is Election Day! Express your right to vote by finding a polling location:

DID YOU KNOW? The number of Electoral College electors is equal to the sum of the 435 Representatives in the House and the 100 Senators in the Senate. Add 3 for the District of Columbia and you have 538 electors. We all know the magic number of 270 electoral votes needed to win the Presidency. But have you ever wondered how our number of Representatives is determined? Watch this video for a fascinating combination of math and civics as we approach election day! #election2020 #electoralcollege #apportionment

When you save can be just as (or more) important as how much. Discover the potential benefits of starting early. #retirement #investing

Together, we can help you achieve your charitable giving goals while still potentially receiving tax benefits. Let’s discuss your year-end plan today.