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 19702
Info
Year started: 2004

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Elaine
Answered by Charlie Donaldson, 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
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
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...
3

Specialties

  • Annuities
  • Business Planning
  • Education Savings
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Other

Credentials

Associations

Strategic Education Technologies

Background

Experience

President
Adjunct Instructor of Finance & Economics

Education

Wilmington University