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!
Financial Market Update: There’s Good News Out There! [Video]
Since mid-April, the market has been surprisingly stable. Let’s take a look at some indicators of future projections, updates to the CARES Act, and other resources for your business and personal taxes. This 20 minute market update is for the week of May 27, 2020: Market & Economic Update Tax Update (Business…
Financial Planning Getting Organized! Know Sooner, Rather Than Later [Video]
I’d like to give you a sneak peek into one of the steps when we start working with a client – it is that you give us some information for financial planning. I’m just going to show you some of the items that you give us. We need to get some information from you so…
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Business Owners: When Does Incorporating Make Sense – Payroll Taxes[Video]
So you have a business. How is it set up? From a legal perspective and from a tax perspective ie. payroll taxes. Let’s walk through a number of examples, real high level, letting you know the difference. This way when you are dealing with your own finances in your business, you know what is going…
Better Days Are Ahead For The Economy
Are there any signs of recovery in the economy since Coronavirus washed ashore? There’s one timely indicator we watch that says, yes, the economy is healing.
[Video] Should I Refinance My Home During COVID-19?
[Video] Should I Refinance My Home During COVID-19? Let’s discuss with Senior Mortgage Loan Officer, Tom Cramer. Video Summary – How COVID-19 Pandemic Has Affected The Business: 1. Working Remote 2. Extremely busy with Refinance Transactions: a. Reaching out to any of my past customers who closed last year and beyond, most likely dropping their…
May 2020 Investment Newsletter
Investment Newsletter: Don’t Fight the Fed | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
Are Negative Rates Coming To The US?
Are negative interest rates coming to the United States? The Federal Reserve says “no” but we wouldn’t write the prospect off just yet.
Estate Planning During COVID-19
ESTATE PLANNING DURING COVID-19 Financial Design Studio Presentation – HEATHER WALSER, PARTNER AT LAVELLE LAW NO ESTATE PLAN IN PLACE If you become incapacitated or die with no estate plan documents in place, COURT intervention is required. Guardianship court appoints someone to make your medical and financial decisions. Probate court distributes your assets to your heirs…
Insurance Industry Updates During COVID-19
Insurance Industry Updates During COVID-19 RYAN DELP AT BRADISH ASSOCIATES What has changed within the insurance industry since the COVID-19 crisis hit? Most companies are giving 30 day grace period on making payments Illinois put a moratorium on cancelling policies for non-pay. At this point there is no end date for this moratorium Auto carriers…
Tax Underpayment Penalties Aren’t Worth Paying [Video]
No one enjoys paying money to the state or the IRS. On top of that, adding insult to injury, there are underpayment penalties and interest!
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Financial Q&A Webinar: Retirement, Stimulus, Refinancing [Video]
We recorded our session and are sharing it with you here. Please fast forward to listen where you want to if you like: Market & Economic Update: 1:00 minute mark CARES Act Update: 18:55 minute mark Question 1: 25:18 minute mark – I’m considering investing in gold for stability in retirement. Is that a good…
Will Company Earnings Recover in 2021?
One of the puzzling things we’ve seen the last two months since the COVID crisis washed ashore in the U.S. is the dichotomy between the real economy and the stock market. On one side, the real economy is posting its worst performance since the Great Depression. Yet on the other side, the stock market is…
