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...
by Shawn Gallagher | Nov 25, 2024 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors
HOW A FINANCIAL ADVISOR CAN HELP YOU No one wants to hear the words, “You have Alzheimer’s disease.” Whether it is you or your loved one who is receiving this diagnosis, it can feel like your whole world is turning upside down. You may have so many questions...
by Shawn Gallagher | Oct 17, 2024 | College, Families, Financial Planning, In The News, Seniors, Women
Staying a Step Ahead of Scammers You may have heard about this happening to someone you know, or even experienced it firsthand. Your cell phone rings, and it looks like the call is coming from a local number. When you answer it, the caller sounds friendly and...
