Archive for March 2020
Recent SECURE Act Changes In 2020 [Video]
In the last few weeks of 2019, the President signed into a new law the SECURE act. It has quite a few changes for retirees and pre retirees. And we figured this would be worthwhile to bring Steve on and talk through what some of those changes are and what folks need to be looking…
Read MoreDust Off Those Circuit Breakers
Dust Off Those Circuit Breakers On October 19, 1987 the stock market crashed, with the S&P 500 falling more than 20% in one day. The move was so swift and so unexpected that stock exchanges weren’t equipped with a game plan for how to handle such volatility. The solution? Circuit breakers. Let’s see how…
Read MoreBusiness Owners, Separate Your Business And Personal Finances [Video]
This is specifically for our business owners. Trevore and I are going to talk about some things that our business owners should be thinking about. Whether you are a one man, one woman shop, or you have a team surrounding you that you can separate your business and personal finances . What’s the very first…
Read MoreMarch 2020 Investment Newsletter
Investment Newsletter: Reassessing the Investment Landscape | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Read MoreWhat We Expect Ahead With The Coronavirus Financial Market Update [Video]
Hi everyone, this is your weekly market update. We felt it was important this week to talk a little more in-depth about these issues. As time goes on, we know the market has been a little volatile, these are things we want to talk through instead of writing. Let’s talk through the things of where…
Read More86% Of Estate Planning Documents Don’t Get Finished [Video]
Recently I heard a statistic about how estate planning documents don’t get finished. They showed the percentage of documents that never get done. This percentage was 86% of estate planning documents never get finished. What this means is if you get those documents drafted, that could be a will, trust, or power of attorney, you…
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