7 Ways to Boost Social Security Benefits RetirementSocial Security 7 Ways to Boost Social Security Benefits There is no one size fits all age; your unique circumstances and goals will dictate…Eric McGinleyMay 2, 2023
Common Uses for Life Insurance in Financial Planning Insurance Common Uses for Life Insurance in Financial Planning Now is a great time to review your life insurance policies and determine if you…Eric McGinleyMay 2, 2023
529 Plans: For Education and Transferring Wealth College FundingFinancial Planning 529 Plans: For Education and Transferring Wealth 529 plans are tax-advantaged education savings accounts where contributions accumulate and grow tax-free as long…Eric McGinleyApril 26, 2023
Long-Term Care Tax: New Legislation That May Impact You InsuranceLong Term Care Long-Term Care Tax: New Legislation That May Impact You As our population ages, discussions about long-term care (LTC) and who pays for it are…Eric McGinleyApril 19, 2023
Unused 529 Plan Funds? You Have Spending Options College FundingFinancial Planning Unused 529 Plan Funds? You Have Spending Options 529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the…Eric McGinleyApril 12, 2023