by Kathryn A. Flanigan | Nov 6, 2012 | Uncategorized
With 10,000 baby boomers turning 65 every day, the ranks of new retirees are growing faster than ever before. A recent U.S. News Money column details seven mistakes new retirees need to avoid to ensure a smooth transition:Moving to a new location where you don’t...
by Kathryn A. Flanigan | Nov 6, 2012 | Uncategorized
According to a New York Times financial blog, gay married couples may want to file a protective refund claim with the IRS in the event that the U.S. Supreme Court overturns the Defense of Marriage Act (DOMA), which has already been overturned by several federal...
by Kathryn A. Flanigan | Nov 6, 2012 | Uncategorized
According to the Wall Street Journal, a number of legal experts agree that portability, which allows a surviving spouse to add the unused portion of their deceased spouse’s estate tax exemption ($5.12 million this year) to their own, will be extended or even...
by Kathryn A. Flanigan | Oct 23, 2012 | Uncategorized
Estate planning is crucial to protecting your assets, not only for your own use during your lifetime but also for future generations. However, it is just as important that you avoid these common estate planning mistakes or all the care you have taken to protect your...
by Kathryn A. Flanigan | Oct 23, 2012 | Uncategorized
A recent issue of Forbes examined the mistakes many celebrities have made in their estate plans (or lack thereof) that caused plenty of pain and suffering for their families and their estates. Here is the list of those celebrity mistakes and what we can learn from...
by Kathryn A. Flanigan | Oct 23, 2012 | Uncategorized
To keep your car running smoothly, you need to perform regular tune-ups and due to the volatility of the financial markets in recent years, the same is true for many retirement plans. Here are some tips on performing a retirement plan tune-up:Tweak your 401(k)...
