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!
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
No Income Tax in These States [Video]
You might be wondering if it makes sense for you to move states. One thing you can consider is whether that state has no income tax!
Federal Reserve is Boxing Itself Into a Corner
With inflation on the rise, we believe the Federal Reserve is boxing itself into a corner about future monetary policy. See why we believe it will be hard for the Fed to raise rates, even if inflation takes off.
How To Grow Finances -A Gardening Analogy [Video]
This was such a great analogy on how to grow finances. In gardening and finances there is a natural order of how things get taken care of.
2021 Advanced Child Tax Credit: What It Means For Your Family
Another round of cash is coming for families with young children! Here’s what the 2021 Advanced Child Tax Credit might mean for your family.
The Calendar And The Checkbook Never Lie! [Video]
Two things that never lie are your calendar and your checkbook. These are two things you can analyze to see if you’re spending them well.
