Flanagan Financial Services

Newsletters

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Car Affordability

How much can you afford to pay for a car?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.