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MEDICARE ENROLLMENT

MEDICARE ENROLLMENT NAVIGATING MEDICARE WORKBOOK

CHICAGO MARATHON - A FAMILY EVENT

This past Sunday my youngest son and I ran the Chicago Marathon.  His time was much faster, but fortunately our entire family was able to be here and watch us conquer the 26.2.  Truth be told everyone was surprised when I...

COULD YOU AFFORD A $25,000 INCOME REDUCTION

CONGRATUALTIONS TO LINDSAY FLANAGAN

CONGRATULATIONS TO LINDSAY FLANAGAN ON HER 9TH PLACE FINISH AT THE WORLD GAMES IN BUDAPEST! Lindsay Interview

THE FAGILE DECADE

THE FRAGILE DECADE

Qualified Charitable Distributions (QCD)

DO RETIREES NEED MORE INCOME?

DO RETIREES NEED MORE INCOME?

Why work with a financial advisor?

Why work with a financial advisor?Value of a financial advisor

7 THINGS NO ONE TELLS YOU ABOUT RETIREMENT

CHANGE YOUR MINDSET

CHANGE YOUR MINDSET

Time for a 1040 Review

Qualified Charitable Distributions (QCD)

WILL ILLINOIS PUBLIC PENSIONS SURVIVE?

WILL ILLINOIS PUBLIC PENSIONS SURVIVE

$1.5B IN LOSSES - NO BIG DEAL

$1.5B IN LOSSES - NO BIG DEAL

Widow / Widower Tax Effect

WIDOW / WIDOWER TAX EFFECT

CAN SOCIAL SECURITY BE SAVED

CAN SOCIAL SECURITY BE SAVED?

Going to College Without Student Loan Debt

College costs continue to rise making a higher education harder to achieve.  Attached is information that may help you or someone you know minimize those expenses.Going to College Without Student Loans

Dementia Are you prepared?

Dementia Are you prepared?

COULD BIDEN & THE FED HAVE CAUSED THE SVB COLLAPSE?

COULD BIDEN & THE FED HAVE CAUSED THE SVB COLLAPSE?

FISCAL RESPONSIBILITY - DO IL POLITICAL LEADERS HAVE ANY

DO TAXES MATTER

Orland Park Business Hall of Fame for the 7th Consecutive Year

It is with great honor that Flanagan Financial Services has earned the Orland Park Business Hall of Fame for the 7th Consecutive Year.  We could not achieve this honor without your support.  Thank you!Orland Park Business...

Senior Advice

Often times we receive calls asking for information on various assisted living or other types of housing for our loved ones.  Below are three links that might be helpful should you need assistance please call or email and we can...

BECAUSE WE VALUE YOU & YOUR FAMILY

BECAUSE WE VALUE YOU & YOUR FAMILY

MEDICARE - ARE YOU PREPARED

In an effort to continue to bring you information that can help make informed decisions, I have taken this opportunity to provide material on Medicare along with a video link which you might find educational.  After reviewing the...

SPECIAL EXPENSES ACCOUNT

SPECIAL EXPENSES ACCOUNT

TAX PLANNING DOES MATTER!

TAX PLANNING DOES MATTER

CASH vs INCOME - DON'T CONFUSE THE TWO

CASH vs INCOME DON'T CONFUSE THE TWO

IS ILLINOIS HEADED DOWN THE WRONG PATH

It’s back…Illinois’ Sen. Martwick to again push for a progressive tax, even as U.S. states overwhelmingly move toward flat or zero income taxes. – Wirepoints | Wirepoints

MEDICARE INCOME RELATED MONTHLY ADJUSTMENT AMOUNT

PDF Version Please Click - MEDICARE INCOME RELATED MONTHLY ADJUSTMENT AMOUNT

2023 - What's important to you?

What is important to you for 2023? At this time of year, we may have the opportunity to reflect on the past year.  Many of us may have had the “List of Things to Do”.  Unfortunately, we may not have...

MERRY CHRISTMAS & HAPPY HOLIDAYS

To view the PDF Version Please click the link - MERRY CHRISTMAS HAPPY HOLIDAYS!

Are State, County & Municipal Pensions Solvent?

Please Click the Link for PDF Version -Are State County & Municipal Pensions Solvent?Illinois pension debts jump back up to $140 billion, state shortchanges its annual contribution by $4.4 billion – Wirepoints | Wirepoints

PROPERTY TAXES - INFLATION?

PDF Version Please Click -PROPERTY TAXES - INFLATION?

Best Bill Paying Services for Seniors

If you are looking for information on ways to help keep up with bills or other payments, you can visit the website link below.https://www.caring.com/best-bill-management-services/

DON'T FORGET TO VERIFY YOUR MEDICARE BENEFITS

DON'T FORGET TO VERIFY YOUR MEDICARE BENEFITSPlease click the link for PDF version.

Things are different this time

THINGS ARE DIFFERENT THIS TIMEPlease click the link to view the printed version.

Achieving Financial Independence

Achieving Financial Independence

Long-Term Care Are You Prepared

LTC Cost Avg 2021LTC RealitiesVID2677-The Basics_ LTC Insurance Video FINAL (brightcove.net)

Generating Retirement Income from Your 401k, 457, 403b or Other Retirement Assets

Please click for PDF Version Generating Retirement Income from Your 401k, 457, 403b or Other Retirement Assets

ANOTHER ONE BITES THE DUST

ANOTHER ONE BITES THE DUST  

HUGE SS INCREASE COMES WITH DRWABACKS FOR SOME SENIORS

HUGE SS INCREASE COMES WITH DRAWBACKS FOR SOME SENIORS!--Please Click for PDF Version

Is 0% Better Than 8.5%

Is 0% Better Than 8.5%? Please click the link for a printed version of the blog.

INFLATION IS HERE ARE YOU READY?

INFLATION IS HERE ARE YOU READY?

DO YOU THINK YOU NEED MORE INCOME

DO YOU THINK YOU NEED MORE INCOME?

Exciting News on the Launching...

Don't Let Life's Waves Wash Away Your Retirement - Create Sustainable Income

Exciting News! I am working with a new publisher to relaunch my eBook.  Stay tuned for information on how a family member, colleague or yourself can purchase this helpful resource!

What Does Inflation Mean to You?

What Does Inflation Mean to You?

It Doesn't Matter Until It Matters

It Doesn't Matter Until It Matters

Chicago's Massive Inflation

Chicago's Massive Inflation

Do You Have a Long-Term Care Plan

Do You Have A Long-Term Care Plan

Tax Payers Wonder Why

Be Careful What You Wish For

Congratulations Lindsay Flanagan's New Course Record

Congratulations to Lindsay Flanagan for setting a New Course Record and her 1st Place finish at the Gold Coast Marathon - Australia. Lindsay's 2:24:43 now ranks her 10th of US Women marathoners who have had 1st Place Finishes. It was a...

Guide to Raising Financially Responsible Children

Children are our future and teaching them to be responsible with their money could be a valuable life lesson.  To that end, attached is something you might find helpful in teaching children about money.  I would welcome you...

DID YOUR INCOME GROW BY $425/MONTH?

Can you afford the steak?

Avoiding the Financial Death Spiral

Mandatory Expenses In Retirement

Chicago's $300MM Budget Gap

Who's Next - Not the Album

Mind Over Markets Workshop

Did you know?

Where does the money come from?

CONGRATULATIONS ILLINOIS POLITICIANS

DOES SPENDING MATTER?

Simple Safeguards: How to Stay Safe From Identity Theft and Cybercrime

Will Your Pension Last?

What's Next

WHAT IS ONE SUPPOSED TO DO?

Social Security in the Red

Flanagan Financial Services Award

Illinois Pension Buyout - More Borrowing

10 Things You Should Know About Inflation

Do You Have a Long-Term Care Plan

Your Beneficiary Might Pay More Taxes

Inflation - Are You Ready?

Welcome to Resolutions 2022

Merry Christmas & Happy Holidays

Are You Ready?

Illinois Pension Debt Passes $500B

It's Basic Math

Lab Rats of Retirement

Lab Rats of Retirement

There go your dividends

Help me understand...

Biden's Money Isn't Free

Pendulums don't swing to a middle

SS & Medicare Bankrupt?

Inflation - A Regressive Tax

Are you prepared?

Beware What the BIG PRINT Gives

Do you have a plan to cover health expenses in retirement?

Health care maybe one expense that is mandatory in retirement. Do you have a plan on how to cover that major expense? If not maybe the link can provide you with some assistance. Should you like to discuss you situation in more detail,...

Do you need Life Insurance?

Timeless Principles of Investing

Overtime there have principles that work in many industries. You might experience long-term financial goals by utilizing "Timeless Principles". Check out the attached link for concepts that might help you achieve your financial goals....

5-Ways to Stay Confident in Retirement

As you approach or journey through retirement there maybe important issue to keep an eye out for that might need to be addressed or might be a concern. Hopefully this information you will find helpful. Any questions, please give me a...

Don't Forget the Taxes

Inflation - Are you Prepared?

Biden's Confiscatory Tax Plans

Biden's Tax Surprises

Dividends Aren't Guaranteed

Social Security Analyzer

Social Security may play an important role in your retirement income. If you are interested in learning more about your Social Security benefit, attached is a link to one of partners, Nationwide. The Nationwide Social Security analyzer...

Death & Taxes

Flanagan Financial Services 2021 Award

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Illinois Silver Medalist

Retirement Vision

Pension Reform

Death Taxes, Corp Taxes & Medicare Surcharges

Confused

Confused about tax incentives? Wait until you watch the latest Flanagan Financial Services video?

Illinois #1 - In Pension Debt

Unemployment ID Theft

Pritzker Budget

Life's Big Moments Workshop

Worried Retiree's

2021 Discussion Topics

2021 Outlook

Medicare Solvency

Medicare Costs for 2021

Illinois - What's Next

Suburbs Thank Lori Lightfoot

Could Illinois' Financial Situation Get Worse?

COVID 401(k) Withdrawal Options

Medicare Enrollment

Should you take the lump sum or lifetime income

You can't tax your way to prosperity!!

Interest Rates Lower for Longer or Forever?

Renter's don't pay property taxes - Really?

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent

You Don't Take Percentages to the Bank

Isn't $4,950 More than $2.475?

Jim Thompson - Illinois' Best Governor

Higher Taxes?

Fiscal Responsibility

Social Security & Medicare Solvency

Social Security & Medicare Solvency Discussion

Estate documents you need, because parenting doesn’t stop when they turn 18

Parents are often amazed when their children finally become adults. Turning 18 is a celebratory milestone, and no doubt the experience will leave you wondering how the years flew by so quickly. And even though your child will always...

Potential Inflation in Illinois