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!
Investing in a 529 College Savings Plan [Video]
We’ve been talking about saving for your child’s education. You may want to consider the 529 college savings plan. Let’s discuss it!
Big Social Security Cost of Living Increase Expected in 2021
Will the Social Security Cost of Living Adjustment keep up with inflation in 2021? Our estimate is that the cost of living adjustment in 2021 will be one of the highest in recent decades.
July 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing Newsletter July 2021 | Mid Year Review of the Investment Landscape | Other Articles & Videos
How to Choose Investments In Your College Savings Accounts
You have started saving for your child or grandchild’s college education! Here how you choose investments in your college savings accounts.
Is Inflation Transitory or Not?
The important question in the investment world is: Is inflation transitory or not? Whether inflation ends up running hot or cold can make a big difference in how markets perform. Read about our thoughts regarding this all-important question.
Tax Gain-Loss Harvesting [Video]
Today we are talking about tax gain and loss harvesting. Watch our video to see one thing to help you keep more of your money!
Stay Diversified FROM Your Employer
Why to stay diversified. If you invest in your company’s retirement account or choose your own investments what do you really own?
Investors Are Piling Into Stocks at a Record Pace
Investors are piling into stocks at a record pace in the first half of 2021. See how remarkable the first half of the year has been, and hear our thoughts about the dangers of chasing the crowd.
Advanced Child Tax Credit Decision Time
Time to make the Advanced Child Tax Credit Decision! Here is a general analysis and how you may want to respond to receiving these credits.
Financial Independence Day [Video]
What does Financial Independence mean to you? It can have many meanings. This simply means the ability to have and to make choices.
Mid Year Review of the Investment Landscape
We’re at the half-way point of 2021, so now’s a good time for a mid-year review of the investment landscape. What’s working, and what’s not working in 2021?
June 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing Newsletter June | More Retirement Changes Coming with SECURE Act 2.0 | Other Articles & Videos|Fee-Only Financial Advisor, Chicago, Barrington
