Back to Cheryl Donaldson

Cheryl Donaldson News & Insights

Cheryl Donaldson

Senior Principal

Individuals and Families

Mitigating State “Millionaire’s Tax”: Filing Separately in Your State May Provide Relief

February 17, 2023 - With the passage of the Tax Cuts and Jobs Act of 2017 that eliminated the “marriage penalty” tax brackets, filing a joint federal tax return…

Cheryl Donaldson, Senior Principal

Cheryl Donaldson

Senior Principal

Individuals and Families

401(k) Planning for 2023

November 22, 2022 - Principal Cheryl Donaldson shares an overview on the potential long-term value of maximizing 401(k) savings and the optimal 2023 401(k) contribution election amounts.

Cheryl Donaldson, Senior Principal

Cheryl Donaldson

Senior Principal

Individuals and Families

Ways to “Supercharge” Your 401(k)

August 25, 2022 - A traditional pre-tax dollar funded 401(k) will grow tax-free over its lifetime, however there are factors to consider that could "supercharge" your 401(k) growth.

Cheryl Donaldson, Senior Principal

Cheryl Donaldson

Senior Principal

Individuals and Families

Three Things to Consider When Moving to a Non-Income Tax State

November 22, 2021 - Changing residency is not as simple as one would think. Extreme care must be taken and you must have a game plan ready to execute.…

Cheryl Donaldson, Senior Principal

Cheryl Donaldson

Senior Principal

Tax Strategies

Working Remotely — A Taxing Inconvenience

December 23, 2020 - My primary office is inside New York State, but I am telecommuting from outside of the state due to the COVID-19 pandemic. Do I owe…

Cheryl Donaldson, Senior Principal

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary introductory meeting now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Ralph Coutant

Senior Principal

Individuals and Families

Diversification Strategies for AI Concentration Across Asset Classes

October 8, 2026 - AI-linked companies now represent roughly half of S&P 500 market capitalization. And the concentration doesn’t stop at the technology sector.

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.