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Accredited Investment Fiduciary Analyst. Questions To Ask Your Financial Advisor. How We Protect You. Choosing an AIFA Designee. Meeting Your Fiduciary Responsibilities. Tips for Employers wiih Retirement Plans. Choosing an AIFA Designee (Institutional). No One Strategy Fits Everyone. We invite you to discover and experience the depth of our services. Our team approach adds perspective to all we do and provides increased benefits to our clients. Questions You Should Ask a Financial Advisor. Why We Do It.

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Home | The Cahill Group | cahillgroupnyc.com Reviews

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Accredited Investment Fiduciary Analyst. Questions To Ask Your Financial Advisor. How We Protect You. Choosing an AIFA Designee. Meeting Your Fiduciary Responsibilities. Tips for Employers wiih Retirement Plans. Choosing an AIFA Designee (Institutional). No One Strategy Fits Everyone. We invite you to discover and experience the depth of our services. Our team approach adds perspective to all we do and provides increased benefits to our clients. Questions You Should Ask a Financial Advisor. Why We Do It.

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1

Richard Cahill | The Cahill Group

http://www.cahillgroupnyc.com/team/richard-cahill

Richard created The Cahill Group in 2013 to serve all the financial planning needs of his clients with a particular focus on retirement income. He serves as a trusted advisor to high net worth clients by integrating all aspects of their finances including financial planning, investment management, estate planning, retirement plans and insurance strategies. Richard helps clients achieve success with various financial goals including income strategies designed to last a lifetime.

2

Tax | The Cahill Group

http://www.cahillgroupnyc.com/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Learn more about taxes, tax-favored investing, and tax strategies. How Income Taxes Work.

3

Raise Your Retirement Income | The Cahill Group

http://www.cahillgroupnyc.com/resource-center/retirement/raise-your-retirement-income

Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. What does your home really cost? Social Security: Maximizing Benefits. There are other ways to maximize Social Security benefits, in addition to waiting to claim them. There are a number of ways to withdraw money from a qualified retirement plan. Have A Question About This Topic? Check the background of your financial professional on FINRA's BrokerCheck.

4

Estate | The Cahill Group

http://www.cahillgroupnyc.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. A letter ...

5

Weighing the Benefits of Prepaid Debit Cards | The Cahill Group

http://www.cahillgroupnyc.com/resource-center/money/weighing-the-benefits-of-prepaid-debit-cards

Weighing the Benefits of Prepaid Debit Cards. Americans spent about $37 billion on prepaid debit cards in 2013, double the amount from 2009, according to a report by Bankrate, a publisher that reports financial trends and statistics.¹. There are reasons why you might consider using a prepaid debit card, including:. For individuals who have trouble managing their spending, prepaid debit cards can act as a restraint on poor habits. Potential protection against the loss of cash when traveling. In a world of...

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Home | The Cahill Group

Accredited Investment Fiduciary Analyst. Questions To Ask Your Financial Advisor. How We Protect You. Choosing an AIFA Designee. Meeting Your Fiduciary Responsibilities. Tips for Employers wiih Retirement Plans. Choosing an AIFA Designee (Institutional). No One Strategy Fits Everyone. We invite you to discover and experience the depth of our services. Our team approach adds perspective to all we do and provides increased benefits to our clients. Questions You Should Ask a Financial Advisor. Why We Do It.

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