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!
How Tax Deferred Accounts Work [Video]
[Video] How Tax Deferred Accounts Work| How tax deferred accounts work. There are different types of tax deferred accounts and rules to follow. So which accounts are best for you?
Financially Lucky [Video]
I want to share two recent stories that have shaped some new thinking and understanding for how I think people view financial planning.
How Taxable Accounts Work [Video]
[Video] How Taxable Accounts Work| Let’s look at how taxable accounts work. We can see how they work, what the rules are, what the limits are, and who they are for.
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
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.