by Shawn Gallagher | Jul 31, 2024 | Couples, Families, Financial Planning, Seniors
Exploring Different Ways You Can Offer Your Financial Assistance Buying a first home can be an exciting time! It’s something that many people dream about for years, creating an ideal image of where they want to live and what they want in their house. Thinking about...
by Shawn Gallagher | May 22, 2024 | College, Families, Financial Planning, Retirement, Tax
New 529 Education Savings Plan Rules for 2024 A 529 education savings plan is a tax-advantaged plan that allows you to save for future education costs. The funds can be used to pay for qualified expenses from kindergarten through graduate school and apprenticeship...
by Shawn Gallagher | Feb 29, 2024 | End of Life Planning, Estate Planning, Families, In The News, Seniors
Estate planning is a process that can seem overwhelming at first glance, but it is one of the most important things you can do to ensure that your wishes are respected in the event of your illness or death. Unfortunately, many people miss this important opportunity...
by Shawn Gallagher | Jan 31, 2024 | Financial Planning, In The News, Retirement, Tax
INFLATION LEADS TO CHANGES Annually the IRS adjusts key numbers, to keep in line with inflation. Due to the soaring inflation we experienced in 2022, many adjustments for 2023 were higher than usual. The adjustments for 2024 now build on those increases. Here is...
by Shawn Gallagher | Oct 30, 2023 | Couples, Families, Financial Planning, Newsletter, Seniors, Women
TAKE ACTION TO MINIMIZE THE POTENTIAL DAMAGE Have you ever had that sinking feeling that your wallet is missing, only to remember you left it on your kitchen table, or transferred it into your gym bag? If you’re fortunate enough to realize that you only misplaced it,...
