Category: FAMILY

Federal tax reforms lead to new possibilities for these education savings accounts.

Provided by Gerald Quigley
 

Do you have a 529 college savings plan? Have you thought about opening a 529 plan account? If the answer to either question is “yes,” you should know about two … Read More

Who should inherit your IRA or 401(k)? See that they do

Provided by Gerald Quigley
 

Here’s a simple financial question: who is the beneficiary of your IRA? How about your 401(k) or annuity?You may be saying, “I’m not sure.” It is smart to periodically review your beneficiary designations.

 

Your choices … Read More

Steps to see that financial matters remain in good order.
Presented by Gerald Quigley
 

When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect our finances. All at once, we have a to-do list before … Read More

Basic estate planning documents may not communicate your intentions.
Provided by Gerald Quigley
 

There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning can still leave something to be desired. While appropriate documents may be in … Read More

Retirees with cognitive impairment and especially dementia need help managing their money, according to a recent report published by the Center for Retirement Research at Boston College (CRR). And, “without help, they are vulnerable to financial fraud, abuse, or mismanagement,” wrote the authors of the CRR report.
One … Read More

How can you convey its importance and its meaning?
Provided by Gerald Quigley
 

Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, at some point they may discern how wealthy you are – … Read More

 

Where do things proceed from that point?

Provided by Gerald Quigley
 

Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.

 

When no valid … Read More

Steps to see that financial matters remain in good order.
Provided by Gerald Quigley
 

When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect our finances. All at once, we have a to-do list before … Read More

$1.1 billion has been garnished from retirement benefits to pay back old student loans.

Provided by Gerald Quigley
 

Do you have a federal student loan that needs to be repaid? You may be surprised at what the government might do to collect that money someday, if … Read More

Quigley Associates, Inc.
  Asset Management & Financial Planning
1-800-201-7227

When a Minor is a Beneficiary
Some factors for parents & grandparents to consider.
Provided … Read More