Category: PLANNING

Want a better financial future for yourself? Act now.
Provided by Gerald Quigley

As a young woman, you have an opportunity to make some major financial strides. You truly have time on your side when it comes to investing, saving, and harnessing the power of compounding. Now is the … 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

How does the BRS differ from the LRS?
Provided by Gerald Quigley

The U.S. military has made a major change to its retirement program. Manyactive duty, Reserve, and National Guard membersare eligible to choose between two retirement savings and pension options: the new Blended Retirement System (BRS) … Read More

A good professional provides important guidance and insight through the years.

Provided by Gerald Quigly

What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits … Read More

Setting a strategy down may help you define just what you need to do.
Provided by Gerald Quigley

Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how much they will need or how they … Read More

With or without the estate tax, it addresses several key priorities.
Provided by Gerald Quigley

Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the need for life insurance in estate planning. Why? The reasons are numerous.


You can … Read More

It is a challenge – and it must be met.
Provided by Gerald Quigley

How does a single parent plan for retirement? Diligently. Regularly. Rigorously. Here are some steps that may help, whether you are just beginning to do this or well on your way.


Setting a household budget can … Read More

How Women Are Planning Their Financial Futures
From assorted survey data, an interesting snapshot emerges.
Provided by Gerald Quigley

Women are taking action to approach retirement with greater confidence. Somerecent, intriguing survey data indicates that women are planning their financial futures with some degree of pragmatism, but also … Read More

What beneficiaries need to know and consider.
Provided by Gerald Quigley

At first glance, the rules surrounding inherited IRAs are complex. Here are some questions (and potential answers) to consider if you have inherited one or may in the future.


Who was the original IRA owner? If the original owner … Read More

What can you do to lessen its impact for your heirs?
Provided by Gerry Quigley

Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and court costs may eat up as much as 5% of … Read More