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. 

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

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