News & Insights

Stay informed with updates and educational content designed to help you and your family plan confidently for the future.
    Could the Income Builder Strategy Benefit Your Family or Friends?

    Could the Income Builder Strategy Benefi...

    The Income Builder strategy is designed for investors who want a steady and generous income while still benefiting from stock growth. It foc...
    Social Security Fairness Act

    Social Security Fairness Act

    The Social Security Fairness Act, signed into law on January 5, 2025, brings significant changes to Social Security benefits for those impac...
    Rising Dividend Report

    Rising Dividend Report

    Spring 2025 Newsletter Donaldson Capital Management's Spring 2025 newsletter, the Rising Dividend Report, is now available online. Inside, w...
    Smart Uses for Your Tax Refund

    Smart Uses for Your Tax Refund

    The average tax refund is usually around $3,000, and most people receive the money within three weeks of filing their returns. That's a nice...
    Financial Checklist When Losing a Loved One

    Financial Checklist When Losing a Loved ...

    Losing a loved one is a life-changing event. On top of the emotional challenges, there are also financial matters to address. If you are an ...

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