We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Cash Out Refis Making a Comeback
In the housing market, we’re watching a trend that contributed to the housing crisis 15 years ago: Cash out refis are making a comeback.
Management Reviews for Business Owners [Video]
[Video] Management Reviews for Business Owners| Business owners stay busy creating products and delivering services to clients and customers, but do you have time for management reviews?
February 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing February 2021 Newsletter: Financial Planning & Investing, Investing as the Hare and the Tortoise | States with No Income Tax, When Do I Take Social Security Benefits, Where Do I Park My Emergency Fund Cash?|Fee-Only Financial Advisor, Chicago, Barrington
Will We Finally See Higher Inflation in 2021?
With another round of stimulus underway and consumer spending booming, will we finally see higher inflation in 2021?
Business Owners- Profit and Loss Statement [Video]
[Video] Business Owners- Profit and Loss Statement| What every small business owner needs to know about the profit and loss statement, P&O, income statement, all are the same thing.
Day Trading versus Long Term Investing
Aesop’s Fable “The Hare & The Tortoise” can teach us a lot about investing. Is it better to be a Day Trader or a Long Term Investor?
How to Freeze My Credit [Video]
Today we want to walk through “How to freeze my credit”. There has been a lot of fraud happening so we want to be sure and discuss this.
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.
January 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing January 2021 Newsletter: Financial Planning & Investing, Will Good News in 2021 Be Bad News for the Market? | Schedule Your Tax Return, Consolidating Retirement Accounts,When do I issue a 1099?, Pension Option Analysis|Fee-Only Financial Advisor, Chicago, Barrington
Will Good News in 2021 Be Bad News for the Market?
Will good news in 2021 propel the stock market even higher? Or are we facing “good economic news is bad news” for the market?
Business Owners and the Balance Sheet [Video]
[Video] Business Owners and the Balance Sheet| What is the balance sheet and what do business owners need to know about it? A balance sheet shows what you own and what you owe.
Is Penny Stock Investing a Sign of a Top?
Is the rising interest in penny stock investing a sign of a top in the stock market? What are penny stocks and what dynamics are we seeing now?
