by Shawn Gallagher | Apr 30, 2026 | Blogs, Financial Planning, Newsletter, Tax
What You Need to Know Inheriting an IRA often raises important questions about what happens next. From required withdrawals to timing rules, there are several factors you need to consider. At first, it can feel confusing and complicated, but once you understand the...
by Shawn Gallagher | Mar 27, 2026 | Blogs, Financial Planning, In The News, Seniors, Tax
What Americans Over 65 Need to Know A new federal tax deduction could provide tax relief for many older Americans. Beginning with the 2025 tax season, individuals age 65 and older may qualify for a new $6,000 deduction. What is the new senior tax deduction? The One,...
by Shawn Gallagher | Dec 23, 2025 | Blogs, Financial Planning, In The News, Newsletter, Retirement, Seniors, Social Security
What You Need to Know Social Security remains one of the most important financial resources for Americans in retirement, yet many people are unaware of how the program works, where its funding comes from, and what challenges it faces in the years ahead. As millions...
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...
