A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Donato Wealth Management, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Donato Wealth Management
(512) 833-6557

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How much life insurance do I need?

How much life insurance do I need?

In most cases, if you have no dependents and have enough money to pay your final expenses, you don’t need any life insurance. If you want to create an inheritance or make a charitable contribution, buy enough life insurance to achieve those goals. If you have...
Rising Prices Lead to Changes in Lifestyle and Shopping Habits

Rising Prices Lead to Changes in Lifestyle and Shopping Habits

AARP Financial Security Trends Survey: Wave 2 In January 2022, AARP launched its Financial Security Trends Survey, which is designed to monitor the financial experiences, behaviors, and attitudes of adults age 30-plus. The survey examines perceptions of overall...
Rising Prices Lead to Changes in Lifestyle and Shopping Habits

Rising Prices Lead to Changes in Lifestyle and Shopping Habits

AARP Financial Security Trends Survey: Wave 2 In January 2022, AARP launched its Financial Security Trends Survey, which is designed to monitor the financial experiences, behaviors, and attitudes of adults age 30-plus. The survey examines perceptions of overall...
7 Ways Retirement Will Be Different in 2023

7 Ways Retirement Will Be Different in 2023

Tax changes, RMD rules, Social Security COLA and more will affect older Americans’ finances You might have heard about big changes coming to retirement finance due to Secure 2.0, a package of provisions included in the massive spending bill enacted by Congress and...
12 Tax Rules Linked to Inflation

12 Tax Rules Linked to Inflation

IRS adjustments may save you some money in 2023 Are expensive gas and groceries busting your budget? The Internal Revenue Service feels your pain. In one of the few silver linings of the highest inflation rates in four decades, the IRS announced inflation-adjusted...