by Kathryn A. Flanigan | Jul 30, 2013 | Uncategorized
It is estimated that 15 million Americans have left a 401(k) behind with a former employer. Which means there are 15 million opportunities for Americans to save on their taxes by reclaiming that orphan 401(k) and rolling it over into a Roth IRA.In addition, if your...
by Kathryn A. Flanigan | Jul 30, 2013 | Uncategorized
The primary reason that people engage an estate planning attorney or financial planner is to ensure they have enough money for their retirement. So how do you know how much is enough?To get a realistic picture of what your retirement expenses will likely be, you...
by Kathryn A. Flanigan | Jul 16, 2013 | Uncategorized
Most Americans have no idea when or even if they can retire. In this three-part post, we’ll look at the 10 things you should be thinking about when it comes to planning your retirement:4. Plans for staying healthy. Baby boomers are changing the face of...
by Kathryn A. Flanigan | Jul 16, 2013 | Uncategorized
Here are some of the biggest mistakes that couples make with their money and how to avoid them:Not discussing finances. Probably one of the most common mistakes that couples make before living together is not discussing how they will handle their money. If you plan to...
by Kathryn A. Flanigan | Jul 16, 2013 | Uncategorized
Most Americans have no idea when or even if they can retire. In this three-part post, we’ll look at the 10 things you should be thinking about when it comes to planning your retirement: 8. Dependents. Will you still be caring for aging parents in your...
by Kathryn A. Flanigan | Jul 16, 2013 | Uncategorized
Most Americans have no idea when or even if they can retire. In this three-part post, we’ll look at the 10 things you should be thinking about when it comes to planning your retirement:1. How much money you will need to live on in retirement. In general, most...
