A practical financial checklist for the future.
Provided by Gerald Quigley

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. … Read More

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

Your outlook may influence your financial outcome.
Provided by Gerald Quigley

What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement?


A whole field of study has emerged on the psychology of saving, spending, … Read More

In monitoring your Social Security profile, you may help to thwart fraud.
Provided by Gerald Quigley

Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn … 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

Financially speaking, what moves might you want to make?
Provided by Gerald Quigley

By choice or by chance, some people wrap up their careers before turning 60. If you sense this will prove true for you, what could you do to potentially make your retirement transition easier? As a … Read More

3 Important Retiree Tax Considerations


After you retire, your tax situation will change. Recognizing that oncoming change is crucial. Some ideas that may seem smart from a pre-retiree standpoint … Read More

The notion that we separate from work in our sixties may have to go.

Provided by Gerald Quigley


An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude … Read More