E Donnelly & Associates

04/06/2023

Ercilia Donnelly, Ed.D., BFA
Financial Advisor
CA Insurance License

Ercilia started working for Donnelly & Associates in 2005 and took over ownership in 2016. She has twenty-seven years of combined experience in Education and the Financial Services industries. She holds licenses for FINRA Series 6, Series 7, and Series 63 with Securities America; and FINRA Series 66 with Securities America; Long Term Care; and Life Insurance (CA Insurance License ). She also holds a Behavioral Finance Advisor (BFA) designation. When she is not assisting clients, Ercilia likes to spend time with her husband, Mark, and their young sons, Marco and Emilio. She also enjoys cooking and entertaining for friends and family.

07/06/2022

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

07/04/2022

There are hundreds of Exchange Traded Funds available. Should you invest in them?

07/02/2022

Committed to increasing your financial literacy? Don't be afraid to ask questions.

07/01/2022

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

06/29/2022

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

06/27/2022

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

06/25/2022

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

06/24/2022

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

06/22/2022

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

06/20/2022

a car? Consider gap to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

06/18/2022

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.