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Pension Option Analysis [Video]
[Video] Pension Option Analysis| Pension Option analysis decisions can be difficult to evaluate alone. Making the right decision can save thousands of dollars over time.
When do I need to issue a 1099? [Video]
[Video] When do I need to issue a 1099?| When do I need to issue a 1099 is a very common question by business owners. A 1099 shows payment throughout the year to non-employees.
Financial Plan Commitment: Stick with your plan [Video]
[Video] Financial Plan Commitment: Stick with your plan. Financial Plan commitment or sticking with your plan can certainly be one of the hardest parts about investing your money because of the need to control your emotions.
Gift 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.
Schedule 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.
December 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
Target Date Funds: Pros & Cons [Video]
[Video]Target Date Funds: Pros & Cons| Target date funds are a popular way to invest money these days. There are pros and cons you should know. We discuss these here!
Recapping 2020 Investment Returns and Looking Forward to 2021
While it’s always important to stay focused on what’s ahead, there’s value in recapping 2020 returns for investors before looking forward to 2021.
Charitable Giving Reminders For 2020 [Video]
Is charitable giving one of the things still on your to-do list? And you can make a bigger impact with these final reminders.
A 2020 Charitable Giving Strategy You Don’t Want to Miss!
It’s a good time to remind ourselves the government created a $300 charitable giving benefit for 2020 that’s available to ALL taxpayers.
What is a Self-Directed 401(k)? [Video]
[Video]Investing-What is a Self-Directed 401(k)?| If you have a 401(k) through your employer you know that very commonly we have different investment choices. You may also have something called a self-directed 401(k).
Rebound in Small Cap Stocks
Why are small cap stocks performing better vs. large cap stocks since the 2020 election? | Financial Design Studio, Inc.
