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 To Create More Cash Flow During The Coronavirus
How To Create More Cash Flow During The Coronavirus Increase Cash flow With These Tips Here are some things you can do if you find that you need more cash flow and have a lower income. We will go through some tips of what you should always do, but especially now with Covid-19 income changes. …
Coronavirus Unemployment Benefits Resources
Coronavirus Unemployment Benefits Resources Some of the people we’ve talked to are unemployed or have fewer working hours because of the Coronavirus. Everyone is being affected a little bit differently these days. Federal And State Unemployment Benefits First off, if your income has been ended or lowered, you want to file for unemployment. There is…
Tax Extension To July 15
Tax Extension To July 15 Are you expecting a refund? Depending on how tight money is right now, you might want to file as soon as possible to get that refund check! Or maybe you want to wait as long as possible before filing to hold onto your finances longer. Depending on which…
Recent SECURE Act Changes In 2020 [Video]
In the last few weeks of 2019, the President signed into a new law the SECURE act. It has quite a few changes for retirees and pre retirees. And we figured this would be worthwhile to bring Steve on and talk through what some of those changes are and what folks need to be looking…
Dust Off Those Circuit Breakers
Dust Off Those Circuit Breakers On October 19, 1987 the stock market crashed, with the S&P 500 falling more than 20% in one day. The move was so swift and so unexpected that stock exchanges weren’t equipped with a game plan for how to handle such volatility. The solution? Circuit breakers. Let’s see how…
Business Owners, Separate Your Business And Personal Finances [Video]
This is specifically for our business owners. Trevore and I are going to talk about some things that our business owners should be thinking about. Whether you are a one man, one woman shop, or you have a team surrounding you that you can separate your business and personal finances . What’s the very first…
March 2020 Investment Newsletter
Investment Newsletter: Reassessing the Investment Landscape | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
What We Expect Ahead With The Coronavirus Financial Market Update [Video]
Hi everyone, this is your weekly market update. We felt it was important this week to talk a little more in-depth about these issues. As time goes on, we know the market has been a little volatile, these are things we want to talk through instead of writing. Let’s talk through the things of where…
86% Of Estate Planning Documents Don’t Get Finished [Video]
Recently I heard a statistic about how estate planning documents don’t get finished. They showed the percentage of documents that never get done. This percentage was 86% of estate planning documents never get finished. What this means is if you get those documents drafted, that could be a will, trust, or power of attorney, you…
Weight Of Mine VS Yours: Loans & Credit Card Debt [Video]
Do you ever feel like it is “you” versus “me” when you have money conversation with anyone?
Emergency Rate Cut By The Federal Reserve
Emergency Rate Cut By The Federal Reserve On Tuesday, March 3, the Federal Reserve announced a surprise rate cut of 0.50%. This was the seventh time in the last 20 years that the Federal Reserve cut rates between its normally scheduled meetings. Let’s look at the impact and implications. First, it’s important to point out…
Stay Alert! Things Change. Like Better Interest Rates[Video]
Did you know that interest rates have actually been trending higher? Which means the money you have been saving in your savings account can also be earning more. I want to show you what this looks like and if you don’t pay attention to things like this, what can happen. Let’s just look at the…
