The Gallagher Group

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Call (817) 485-1825 to make your reservation today!

Like our Recent Blog Posts? Check out more great info from The Gallagher Group!

In our recent blog posts we have discussed managing your finances after the loss of a loved one and what you should look for in an investment advising group. You can discover additional information on these topics with the links below. To learn more about the financial planning services that we offer call The Gallagher Group today at (817) 485-1825.

• Take a look at this article from Bankrate.com to learn more about handling finances after the loss of a loved one.

• This article from Forbes provides financial information for new widows and widowers.

• If you would like information on coping with grief after the loss of the loved one, read through this article from HelpGuide.org.

• You can find additional information on choosing a financial advisor with this guide from the Wall Street Journal.

Retirement Planning 101 for Women

While retirement planning is important for everyone, there are some differences among retirement planning for women and for men. Women have particular considerations that must be kept in mind when saving and investing for retirement.

This clip features a discussion of retirement planning for women. The different concerns that a woman must keep in mind when saving for retirement are described throughout the video. You can also learn several tips designed to make retirement planning more effective for women.

At The Gallagher Group, we understand and can address the retirement planning concerns that are unique to women. To learn more, call The Gallagher Group today at (817) 485-1825.

Join Doc Gallagher for a Free Lunch/Dinner

For reservations call (817) 485-1825. Space is limited so make yours today!

Retiring Soon? What you should look for in an Investment Advising Group

Before you retire, it is essential that you have your financial affairs in order. Choosing the right investment advising group provides you with financial security and peace of mind as you enter retirement. Take a look at the following aspects to consider when choosing an investment advising group.

• Certification

Be sure that the members of the investment advising group that you will be working with are well-educated in terms of financial planning. Certification as a Senior Advisor or Elder Planning Specialist is important for a retirement planner, as these certifications show that an investment advisor has the knowledge of practices and aspects that are specific to retirement planning.

• Referrals

Your friends and family members can provide you with information about the investment advising groups that they work with for retirement planning. You may also want to check any testimonials and reviews of a particular investing group that is available online before making your decision.

• Experience

During your initial consultation with an investment advising group, inquire about the experience that the members of that group have had handling finances similar to yours. Be sure to ask about the knowledge that they have of different investment opportunities and the retirement planning assistance that they typically provide.

• Suitability

It is important to look for an investment advising group that offers several financial planning services. Consider the different financial services that you may need during retirement and choose an investment group that provides all those services so that you will not have to worry about finding a new financial advisor after you have retired. Keep in mind that you will be entrusting your retirement savings to this group, so you should trust and feel comfortable speaking with each member of the investment advising group that you choose.

The financial advisors of The Gallagher Group have extensive experience in retirement planning and investing. To learn more about our services or to schedule a consultation, call our office today at (817) 485-1825.