income coordination
July 14, 2026

How to Have More Money in Retirement: The Income Coordination Guide

Income coordination strategies can help you have more money in retirement by optimizing withdrawals, reducing tax burdens, and managing Medicare costs effectively....
Read NOW
Image
November 11, 2025

Giving Tuesday: Smart Ways to Involve the Family in Legacy Planning

In 2024, the GivingTuesday Data Commons estimates that U.S. donors contributed approximately $3.6 billion—an increase of 16% compared to 2023. But beyond the headlines, what really matters for families is how to turn giving into a structured legacy and tax‑sensitive strategy. Why This Matters to Your Family Many parents and grandparents say they want to pass down more than wealth—they...
Read NOW
Image
November 11, 2025

5 Year-End Mistakes That Could Trigger a Tax Bill Next April

Avoiding Surprises at Tax Time Each year, millions of Americans are surprised by how much they owe at tax time. Often, it’s not because they made more money — it’s because they waited too long to review key items before December 31. According to IRS data, the most common mistakes leading to unexpected tax bills include underpaying estimated taxes, missing...
Read NOW
Image
June 9, 2025

Capital Gains and Tax Brackets: What to Know Before Year-End Strategies Begin

Understanding capital gains taxes can save you thousands of dollars on your tax bill. As we approach the second half of 2025, now is the perfect time to review your investment portfolio and plan tax-smart strategies for the remainder of the year. Capital Gains Basics: What You Need to Know Capital gains occur when you sell an investment for more...
Read NOW
Image
February 17, 2025

Tax Harvesting Explained: Help Optimize Your Portfolio for Lower Taxes

Tax harvesting is a strategic investment technique used to optimize tax efficiency in investment portfolios. There are two main types of tax harvesting: tax-loss harvesting and tax-gain harvesting. Both strategies aim to manage an investor’s tax liability, but they work in different ways and are applicable in different scenarios. What is Tax-Loss Harvesting? Tax-loss harvesting is an investment strategy that...
Read NOW

Langan Financial Group, LLC ("Langan Financial Group" or "LFG") is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. LFG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Important information about our firm is on our Disclosures page. You can review our registration and disciplinary history on the SEC's Investment Adviser Public Disclosure (IAPD) website and, for brokerage registrations, on FINRA's BrokerCheck. This website is for general information only. It is not legal, accounting, or tax advice. Please talk with your own legal or tax professional about your situation.  Important information about our firm is on our Disclosures page.

You can review our registration and disciplinary history on the SEC's Investment Adviser Public Disclosure (IAPD), website and, for brokerage registrations, on FINRA's BrokerCheck.
This website is for general information only. It is not legal, professional about your situation.

Form CRS & Privacy notice.

© Langan Financial Group 

Harrisburg, PA Office

Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880

York, PA Office

Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085