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,...
by Shawn Gallagher | Aug 30, 2023 | Financial Planning
EVERYTHING YOU NEED TO KNOW ABOUT THIS ADDITIONAL INSURANCE COVERAGE When you think about insurance, what comes to mind? Health insurance? Auto insurance? Homeowners insurance? All insurance provides us with a level of coverage and financial protection in exchange for...
by Shawn Gallagher | Apr 26, 2023 | Couples, End of Life Planning, Estate Planning, Families, Seniors
USE SECURE ONLINE TECHNOLOGY TO STORE YOUR IMPORTANT DOCUMENTS One of the most important things you can do for yourself, and your family, is to create a comprehensive estate plan which contains documents that ensure your wishes are respected in the event of your...
by Shawn Gallagher | Jul 26, 2022 | Financial Planning
Remaining Calm When the Market Fluctuates The past few years have challenged our collective ability to “keep calm and carry on” as the saying goes. We’ve weathered a global pandemic, political uncertainty, moments of civil unrest and watched as Russia brought war to...
