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PLAN FOR CARE
ONE AMERICA PLAN FOR CARE - Remember better to have a plan and not need it than not have a plan and wonder what's next! Any road will get you there if you don't know where you are going. //
Read MoreOSAIC 2025 MARKET REVIEW
Attached is OSAIC 2025 MARKET REVIEW. You might find this interesting reading. Should you like to discuss this or any other topics, please let me know and we can find a convenient time to talk.OSAIC 2025 MARKET REVIEW
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CAPITALISM vs SOCIALISM
Brian Westbury's article helps illustrates the difference between Capitalism & Socialism. CAPITALISM vs SOCIALISM
Read MoreKaylee & Hunter Engagement
Congratulations to Kaylee and Hunter on their engagement! We welcome Hunter to the family!
Read MoreNAVIGATING VOLATILITY
NAVIGATING MARKET VOLATILITY NAVIGATING VOLATILITY
Read MoreRETIREMENT QUESTIONS AND CONVERSATIONS
Our recent breakfast workshop was a tremendous success generating questions on topics that many were concerned. I have attached worksheets from the seminar that might help us in creating and enhancing your retirement goals. After...
Read MoreFLANAGAN GIRLS PREPARE FOR BOSTON!
Both Lindsay and Kaylee will be competing at the Boston Marathon in April. They did a little prep-work and you can watch the rest. Copy and past the link in a browser and see. https://www.wcvb...
Read MoreEARLY RETIREMENT BRIDGE
When to take Social Security is a question that many people struggle to answer. Each persons situation is different and there is no right or wrong answer. Attached is a link to a brochure that might help provide some additional...
Read MoreSTARTING OUT
When you are just starting out there maybe financial topics that you need to address. If you would like to learn more, please click the link below. STARTING OUT
Read MoreLINDSAY FLANAGAN CHICAGO MARATHON
CONGRATULATIONS! Lindsay Flanagan on her overall 9th place finish, 2nd American Woman along with a new Personal Best 2:23:31. Fantastic Race! LINDSAY CHICAGO MARATHON
Read MoreMEDICARE OPEN ENROLLMENT
If you are interested in discussion your Medicare Options for 2025, please visit my website www.flanaganfinancialservices.net and at the bottom of the page is a link for Medicare Back Office. If you are taking any prescriptions this...
Read MoreSAFE GUARDING YOUR GOLDEN YEARS
Today's technology can be both a benefit and a curse. While technology has made great strides the bad guys try to stay one step ahead. Attached is information that might help you safeguard your financial health. Should you after...
Read MoreWHY WE THE PEOPLE CAN NOT AFFORD EV'S
WHY WE THE PEOPLE CAN NOT AFFORD EV'S
Read MoreFINANCIAL WELLNESS
FINANCIAL WELLNESS Creating a sound financial strategy can lead to financial success. Please read the attached for options that might generate ideas which might help you build financial confidence.
Read MoreGRIEF THEN PAPERWORK: THE MESSY THANKLESS JOB OF AN ESTATE EXECUTOR
GRIEF THEN PAPERWORK: THE MESSY THANKLESS JOB OF AN ESTATE EXECUTOR
Read MoreOptimize 529's for EDUCATION AND BEYOND
Have you ever seen the movie "The Firm" with Tom Cruise. At the very end of the movie the FBI approaches Tom Cruise not happy that they "only" have mail fraud against the "The Firm". Cruise's response is classic, Do you even know what...
Read MoreARE YOU PREPARED FOR THE UNFORESEEN
ARE YOU PREPARED FOR THE UNFORESEEN
Read MoreINFLATION IN ILLINOIS JUST GOT WORSE
Tuesday, May 7, 2024INFLATION IN ILLINOIS JUST GOT WORSE
Read MoreFINANCIAL CONFIDENCE
A written financial strategy can lead to financial confidence. I have found over the years that those clients who have a plan are more confident and relaxed that they will achieve their financial goals. If you would like to...
Read MoreTECHNOLOGY & TAXES
Technology is ever changing. Compare the computers it took for the first Apollo mission versus your smartphone. Wow what a difference! Well now technology might be able to assist you with your taxes in 2024. If...
Read MoreCONGRATULATIONS LINDSAY FLANAGAN
CONGRATULATIONS to LINDSAY FLANAGAN on her 8th place finish at the Olympic Trials on February 3, 2024. Lindsay earned the distinction of being a top 10 US Women's Marathoner. What an accomplishment! We are so proud of...
Read MoreLINDSAY FLANAGAN OLYMPIC TRIALS
Our daughter Lindsay will be competing on February 3, 2024, for the right to represent the USA at the Olympics in Paris this Summer. Lindsay’s 9th place finish at the World Games in Budapest 2023 has prepared her for this...
Read MoreIntelligent Strategies for Utilizing Your Tax Refund Effectively
Tax Refunds can be an excellent way to save, payoff bills along with a number of other options. The link below may help provide you with other ways to help you create a more stable financial future. Intelligent Strategies for...
Read MoreFIXED RATE OPTIONS
Are you concerned about retaining your principal and not losing value due to market fluctuation? Do you have cash that is not earning enough to potentially keep up with inflation? Would like to possibly reduce your income...
Read MoreMEMORY CARE
Many of us have either known someone who needed memory assistance or have dealt with a family member or loved one who has memory issues. Below is a website that might help provide some information and guidance. Hopefully...
Read MorePAVING YOUR PATH
If you are thinking about a major purchase the attached article might be of interest. PAVING YOUR PATH
Read MoreRECAP 2023
2023 Recap and What's Ahead in 2024 As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events,...
Read MorePLANNING CAN RELIEVE STRESS
Loss aversion is a cognitive bias that explains why individuals feel the pain of loss twice as intensively as the equivalent pleasure of gain. You’d assume the sweetness of a win outshines the sourness of defeat. But...
Read MoreGOLDMAN SACHS FDIC INSURED CALLABLE POTENTIAL 11% RETURN
Currently for the month of October Goldman Sachs is offering a Callable CD which can earn 11% annually. Market Linked CD offers FDIC, Principal Protection along with an Estate Feature. If you are looking for an option that...
Read MoreMEDICARE ENROLLMENT
MEDICARE ENROLLMENT NAVIGATING MEDICARE WORKBOOK
Read MoreCHICAGO 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...
Read MoreCONGRATUALTIONS TO LINDSAY FLANAGAN
CONGRATULATIONS TO LINDSAY FLANAGAN ON HER 9TH PLACE FINISH AT THE WORLD GAMES IN BUDAPEST! Lindsay Interview
Read MoreWhy work with a financial advisor?
Why work with a financial advisor?Value of a financial advisor
Read MoreWILL ILLINOIS PUBLIC PENSIONS SURVIVE?
WILL ILLINOIS PUBLIC PENSIONS SURVIVE
Read MoreGoing 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
Read MoreCOULD BIDEN & THE FED HAVE CAUSED THE SVB COLLAPSE?
COULD BIDEN & THE FED HAVE CAUSED THE SVB COLLAPSE?
Read MoreOrland 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...
Read MoreSenior 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...
Read MoreBECAUSE WE VALUE YOU & YOUR FAMILY
BECAUSE WE VALUE YOU & YOUR FAMILY
Read MoreMEDICARE - 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...
Read MoreCASH vs INCOME - DON'T CONFUSE THE TWO
CASH vs INCOME DON'T CONFUSE THE TWO
Read MoreIS 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
Read MoreMEDICARE INCOME RELATED MONTHLY ADJUSTMENT AMOUNT
PDF Version Please Click - MEDICARE INCOME RELATED MONTHLY ADJUSTMENT AMOUNT
Read More2023 - 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...
Read MoreMERRY CHRISTMAS & HAPPY HOLIDAYS
To view the PDF Version Please click the link - MERRY CHRISTMAS HAPPY HOLIDAYS!
Read MoreAre 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
Read MorePROPERTY TAXES - INFLATION?
PDF Version Please Click -PROPERTY TAXES - INFLATION?
Read MoreBest 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/
Read MoreDON'T FORGET TO VERIFY YOUR MEDICARE BENEFITS
DON'T FORGET TO VERIFY YOUR MEDICARE BENEFITSPlease click the link for PDF version.
Read MoreThings are different this time
THINGS ARE DIFFERENT THIS TIMEPlease click the link to view the printed version.
Read MoreAchieving Financial Independence
Achieving Financial Independence
Read MoreLong-Term Care Are You Prepared
LTC Cost Avg 2021LTC RealitiesVID2677-The Basics_ LTC Insurance Video FINAL (brightcove.net)
Read MoreGenerating 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
Read MoreHUGE SS INCREASE COMES WITH DRWABACKS FOR SOME SENIORS
HUGE SS INCREASE COMES WITH DRAWBACKS FOR SOME SENIORS!--Please Click for PDF Version
Read MoreIs 0% Better Than 8.5%
Is 0% Better Than 8.5%? Please click the link for a printed version of the blog.
Read MoreINFLATION IS HERE ARE YOU READY?
INFLATION IS HERE ARE YOU READY?
Read MoreDO YOU THINK YOU NEED MORE INCOME
DO YOU THINK YOU NEED MORE INCOME?
Read MoreDon'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!
Read MoreWhat Does Inflation Mean to You?
What Does Inflation Mean to You?
Read MoreIt Doesn't Matter Until It Matters
It Doesn't Matter Until It Matters
Read MoreDo You Have a Long-Term Care Plan
Do You Have A Long-Term Care Plan
Read MoreCongratulations 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...
Read MoreGuide 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...
Read MoreSimple Safeguards: How to Stay Safe From Identity Theft and Cybercrime
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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,...
Read MoreTimeless 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....
Read More5-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...
Read MoreSocial 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...
Read MoreRenter'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
Read MoreSocial Security & Medicare Solvency
Social Security & Medicare Solvency Discussion
Read MoreEstate 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...
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