Charlie Donaldson
President, Generational Wealth Management
MBA at Generational Wealth Management LLC in Newark, DE
About
As President of Generational Wealth Management, I work diligently so that the families I serve can have confidence as they arrive at life's most important financial milestones, so they do not take unnecessary risk!
Address
100 Biddle Ave Suite 123 in Newark, DE 19702Info
Year started:
2004
Reviews
Peer Endorsements
Best Answers
Q&A
Asked by Elaine
Answered by Charlie Donaldson
MBA in Newark, DE
MBA in Newark, DE
Elaine,
Great question. How much you need
to save for retirement comes down to the
income you want to have. Retirement income
planning should always start with es...
Q&A
Asked by Erin
Answered by Charlie Donaldson
MBA in Newark, DE
MBA in Newark, DE
There are several different types of student
loans. The Federal Government student loan
program has maximum loan amounts. For a
dependent student in their freshman y...
Q&A
Asked by Crystal
Answered by Charlie Donaldson
MBA in Newark, DE
MBA in Newark, DE
Great questions!
What is a reverse
mortgage? It’s a loan against your house
where you make no payments, ever. If you have
a mortgage, you convert to a reverse and...
Specialties
- Annuities
- Business Planning
- Education Savings
- Estate Planning
- Life Insurance
- Mutual Funds
- Retirement Planning
- Other
Credentials
Associations
