by Kathryn A. Flanigan | Jul 5, 2013 | Uncategorized
On average, women live five years longer than men, and it is currently estimated that 70 percent of baby boomer women will outlive their husbands. According to a recent ING Direct USA survey, almost 80 percent of boomer women say they lack the financial savvy to make...
by Kathryn A. Flanigan | Jul 2, 2013 | Uncategorized
Two U.S. Supreme Court rulings in June have cleared the way for legal same-sex marriage in California and that those legally married couples will now be able to enjoy the same federal benefits as same sex couples.In the first ruling – Windsor v. United States...
by Kathryn A. Flanigan | Jul 2, 2013 | Uncategorized
If you are already retired, you know that protecting and growing your assets is still important. But did you also know how important it is to steer clear of these top five money mistakes retirees make?1. Helping the kids too much. Especially in this economy, children...
by Kathryn A. Flanigan | Jul 2, 2013 | Uncategorized
If you have inherited an IRA or 401(k), there are ways you can maximize that inheritance that are far preferable to just taking the money and running. Here’s what you need to know:Check the beneficiary form on file with the financial institution that holds the...
by Kathryn A. Flanigan | Jun 18, 2013 | Uncategorized
When choosing the right person to serve as executor, experts recommend you look for someone with the following qualities:Fair and loyal. An executor needs to be fair to all beneficiaries of your estate and loyal to carrying out your wishes.Trustworthy. You need to...
by Kathryn A. Flanigan | Jun 18, 2013 | Uncategorized
It is estimated that 25 to 30 percent of Americans have living wills – legal documents that detail your wishes for end-of-life care. However, with growing technological advances in medicine, healthcare professionals are increasingly less able to predict medical...