WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Leslie L. Horgan

Client Service Specialist

Recent Posts

Aging in Place: Retirement Planning for Home Care Costs

Posted by Leslie L. Horgan | Client Service Specialist

February 20, 2018

In the context of retirement planning, most people are naturally drawn to talking about travel, hobbies, grandchildren, and leisure activities. And for good reason – that’s what retirement is supposed to be all about! 

There is a necessary distinction between retirement and retirement planning, however. Planning must go beyond the ‘fun’ items and consider all expenses we may incur over time and throughout life. One of those expenses – and a major one – is the cost of health and home care later in life.   

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Retirement Planning Healthcare in Retirement

Navigating Your Finances Through Divorce

January 22, 2018
There’s really no way to sugarcoat it – though relationships are often filled with love and beauty, they can also be complicated and ... [+] Read More

Have you heard of the “January Effect”?

December 27, 2017
You many have heard people speak about the "January Effect," but what does it actually mean? In short, the January Effect is a concept ... [+] Read More

What is Tax Loss Harvesting?

October 25, 2017
The White House released an outline for major tax reform in September. There are some ambitious goals in the plan: reduce seven individual ... [+] Read More

What is the Federal Reserve?

August 9, 2017
The Federal Reserve (Fed) met on July 25 and 26 with little fanfare, since they did not end up raising interest rates. In a statement, the ... [+] Read More

Common Financial Credentials: What is a CFP, CWS, and CFA?

May 2, 2017
Once you’ve realized that hiring a financial advisor is worth it, the next step is choosing the right one for you. When you began your ... [+] Read More

Katie’s LINC Presentation and the Time She Flew

February 17, 2017
If you’ve ever called WrapManager and been welcomed with a crisp British accent, you’ve had the good fortune to speak with Katie O’Connor, ... [+] Read More

Are You Sacrificing Retirement Savings for College Expenses?

November 30, 2016
If the answer is “yes,” you are among the 67% of parents who said that saving for their kids’ college education is more important than ... [+] Read More

Helping You Understand the Basics of 529 Plans

November 3, 2016
529 plans are college savings plans sponsored by state or educational institutions. Congress created them in 1996 to provide a ... [+] Read More

Planning for Taxes in Retirement

June 2, 2016
Planning for a multi-decade retirement requires planning and tax planning should be one of your major considerations. Wise retirement ... [+] Read More