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Michael S. Haddigan
Certified Estate Planner™
Registered Representative
Investment Adviser Representative
Meridian Financial Services, LLC
3585 E. Gulf To Lake Hwy. Inverness, FL 34453
Michael S. Haddigan
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.