Bringing over 25 years of experience to the MJ Retirement team, Paul Donahue helps individuals and organizations set and achieve financial goals to improve retirement outcomes. As a retirement plan advisor, Paul assists clients with the review and development of plan design to achieve organizational goals. Additionally, Paul serves as a member of the MJ Retirement Investment Committee.
As a Certified Financial Planner™, Paul has worked with business owners, corporations, charitable organizations, and individuals. Paul utilizes his wealth of knowledge to help plan committees and plan participants through financial education.
Related Blogs
PCORI FEES DUE JULY 31, 2026
The Affordable Care Act (ACA) requires health insurance issuers and self-insured plan sponsors to pay Patient-Centered Outcomes Research Institute fees (PCORI fees). The fees ...
Read More
THE GROWING POPULARITY OF RETIREMENT INCOME VEHICLES
It hasn’t been long since the tide turned and interest shifted from college to trade school. As the repercussions of our declining birth rates ...
Read More
HSA/HDHP LIMITS WILL INCREASE FOR 2027
HIGHLIGHTS On May 29, 2026, the IRS released Revenue Procedure 2026-24 to provide inflation-adjusted limits for health savings accounts (HSAs) and high deductible health ...
Read More
5 COMPONENTS OF AN EFFECTIVE FLEET SAFETY POLICY
Managing a fleet exposes businesses to a number of risks, such as vehicle damage, employee injuries, liability and regulatory scrutiny. A fleet safety policy ...
Read More
EBSA ADDS STAFF, SIGNALS ENFORCEMENT SHIFT
The Employee Benefits Security Administration (EBSA) is hiring again after a year of significant workforce losses. The agency’s new hires of public-facing workers offer ...
Read More CALCULATING FMLA LEAVE DURING HOLIDAY WEEKS
Holiday weeks can pose an extra administrative challenge to employers with employees on leave under the federal Family and Medical Leave Act (FMLA). In ...
Read More