Skip to content

Stocks Have Had A Great Year

fee only financial advisor deer park barrington stocks had a great 2019 draft

Stocks Have Had A Great Year It’s hard to believe that 2019 is almost over! Just a year ago the stock market was in the midst of a 20% correction and investors were nervously wondering whether a recession was on the horizon for ’19. Turns out those worries were misplaced!     Through mid-December, the…

Read More

[Video] Tax Reform Sunset

financial advisor deer park financial design studio tax reform sunset draft

STEPHEN & MICHELLE SMALENBERGER, EA® & CFP® Tax planning is all about looking forward. What is going to be happening in years to come.   Tax legislation thought is a very different topic because it changes or it stays the same until it changes.    In 2018 we had the tax cut and jobs act,…

Read More

[Video] Charitable Contribution Grouping

financial advisor deer park financial design studio charitable contribution draft

STEPHEN SMALENBERGER, EA® There is a lot that goes into tax planning. With the recent changes in the tax law and environments, charitable contribution is one area that has seen a lot of change. With the standard deduction doubling year over year, the benefit of charitable deductions has decreased. Charitable Contribution Decline So we are…

Read More

[Video] Income Affects Medicare

financial advisor deer park financial design studio medicare part b explained draft

MICHELLE SMALENBERGER, CFP® As you near age 65 it’s very common you may be thinking about retiring. And something that comes with that is your health insurance because it was provided, usually by your employer. And now you are thinking, “How am I going to pay for health, health costs, and health insurance?” This is…

Read More