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!
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?
When do I take Social Security Benefits? [Video]
For clients who are working near the end of their careers the natural question that comes to mind is when do I take Social Security benefits?
More Stimulus and Interest Rates – Does one lead to the other?
Will more stimulus lead to higher interest rates? Many factors influence the interest rates in the economy.
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!
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?