Posts by Michelle Smalenberger, CFP®
Where Do I Park My Emergency Fund Cash? [Video]
[Video] Where Do I Park My Emergency Fund Cash?|Maybe you are someone who has built up an emergency fund or you are currently working on it. Let’s talk through some common places where you can park these emergency funds.
Read MoreGift Match & A New Year [Video]
[Video] Gift Match & A New Year| Here is our final reveal of our Gift match from the 2020 Christmas challenge! We challenged you to give a gift so we could match it.
Read MoreSchedule your tax return [Video]
[Video] Schedule Your Tax Return| Have you ever thought to schedule your tax return? Let me explain what I am talking about and the advantages to this.
Read MoreDecember 2020 Financial Planning & Investment Newsletter
Financial Planning & Investing December 2020 Newsletter: Financial Planning & Investing, Recapping 2020 Returns | 2020 Charitable Giving Strategy , Self-Directed 401k, Fee-Only Financial Advisor, Chicago, Barrington
Read MoreCustodial Accounts: Non Tax Advantaged Savings Account[Video]
[Video] Custodial Accounts: Non Tax Advantaged Savings Account | Maybe you’re trying to plan for your child’s future and all the options you look at help you cover college expenses but you just want to save for their future, not only college. You understand that there are tax benefits to saving in college savings accounts, but you want flexibility for how the funds will be used.
Read MoreUpdate Your Net Worth :Financial Review [Video]
It’s that time of year again when we can look back at the progress you made from last year, and realize you really are making progress month by month. What we are going to talk about is your net worth and how that is increasing. We are looking at three ways to update your net…
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