by Shawn Gallagher | Nov 20, 2025 | Blogs, Estate Planning, Families, Financial Planning, Newsletter, Seniors
Gifting Strategies to Help You and Your Family The holiday season is often a natural time to reflect on how you want to share your good fortune with the people you care about. While estate planning ensures that your assets are distributed according to your wishes...
by Shawn Gallagher | Oct 21, 2025 | Blogs, Financial Planning, Newsletter, Philanthropy, Tax
Making the Most of Your Gifts and Donations to Charities As we are entering the last few months of 2025, many of us will take some time to reflect on what we have accomplished over the last twelve months and set new intentions for 2026. The end of the year also brings...
by Shawn Gallagher | Jun 7, 2025 | Blogs, Couples, Estate Planning, Financial Planning, Newsletter, Retirement, Seniors, Social Security
How to Make Sure You Are Getting Credit for All You Have Earned Whether you have spent many years working for the same employer, are self-employed, or have switched careers and worked in multiple fields, it is important to make sure that Social Security has a complete...
by Shawn Gallagher | Apr 29, 2025 | Couples, End of Life Planning, Estate Planning, Financial Planning, Retirement, Seniors, Social Security, Tax
Important Things You Should Think About as You Prepare for Retirement What does your dream retirement look like? If you’ve spent years working and saving in preparation for this new chapter in your life, you probably have an idea of what you would like to do next. ...
by Shawn Gallagher | Jan 29, 2025 | Families, Financial Planning, In The News
Important Items to Have Ready to Go in Case of Emergency There are always things fighting for our attention and it can seem like there are never enough hours in the day to get everything done. It’s tempting to put certain tasks off, especially when they involve...
