by Kathryn A. Flanigan | Feb 11, 2014 | Uncategorized
A New York Times article recently revealed how even the best intentions in long-term care planning can go woefully wrong, providing a cautionary tale for those with long-term care insurance policies.David Pirron is an only child, and recognized the need to implement a...
by Kathryn A. Flanigan | Feb 1, 2014 | Uncategorized
A recent report from the U.S. Senate Committee on Health, Education, Labor & Pensions found that only 14 percent of Americans believe they will have saved enough money to retire comfortably.Understandably, a majority of Americans are still struggling to pay...
by Kathryn A. Flanigan | Feb 1, 2014 | Uncategorized
If one of your resolutions this year is to do a better job of planning for your retirement, part of that job includes planning for the tax bite you will incur once you retire. A recent USA TODAY article explains how you can help reduce your taxes while saving for...
by Kathryn A. Flanigan | Feb 1, 2014 | Uncategorized
The two things we cannot avoid – death and taxes – are unfortunately the two things most of us do almost anything to avoid talking or learning about. Yet we want both to be as painless as possible. Here are some things that everyone needs to know about...
by Kathryn A. Flanigan | Feb 1, 2014 | Uncategorized
If you are newly retired, chances are that you are still concerned about whether or not your nest egg will last you your entire life. A recent U.S. News Money column provides these tips for new retirees to help alleviate these concerns:1. Conduct a realistic...
by Kathryn A. Flanigan | Jan 28, 2014 | Uncategorized
It is not unusual for a parent to add an adult child as a joint owner of property, bank accounts, investment accounts or other assets, but there are risks to choosing joint ownership over basic estate planning strategies to achieve the same objective.The four primary...
