Donahue Financial Management Group

"We exemplify the highest standard of business ethics and personal integrity in all that we do."

Donahue Financial Management Group is a firm specializing in advising businesses and individuals in regard to critical financial and insurance issues in every phase of their life.  We work with businesses and individuals to help reduce anxiety about financial and insurance issues through a clear and concise process. 

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

Afraid of Outliving Your Income?

A split-annuity strategy is one way to help ensure a steady retirement income stream.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

The Health-Care Squeeze

The coming health-care squeeze will likely affect most Americans regardless of age, net worth, or health.

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