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financial planner deer park barrington il saving for the future surprised by inflation

Don’t Get Surprised By Inflation! [Video]

Inflation is something we watch closely and have written about many other times.  The cost of something in the future will likely go up.

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Prepare for your tax returns using FORMS [Video]

It’s tax season and everyone’s thinking of everything they need to get ready for their accountant.  I want to help you prepare for your tax return with an easy system to remember all the things you need to pull together.

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Other gift options

Other Gift Options [Video]

Let’s talk about gift options for when you just can’t think of someTHING to give.  This is part of our year-end checklist of items for year-end but also specific to the giving season.  There are people that you just can’t think of the perfect item for, so here are some other ideas.

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Charitable Donations

Charitable Donations & Contributions [Video]

This time of year people think about charities and year-end donations.  Be sure to download your copy of the year-end tax planning checklist.

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Lifestyle Creep

Be Aware of the Lifestyle Creep [Video]

Have you ever found that as you earn more income you spend more?  This is what’s known as the lifestyle creep. This means as your income increases so do your expenses.  So year by year you slowly earn more over time.  Therefore, your expenses go up over time too.  One thing to be thoughtful of…

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