Estate Planning

Financial Independence Day [Video]

June 28, 2021

What does Financial Independence mean to you? It can have many meanings. This simply means the ability to have and to make choices.

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States with no income tax

No Income Tax in These States [Video]

June 22, 2021

States With No Income Tax [Video] | Does it make sense from a tax perspective to move to another state with no income tax?

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Financial Plan Commitment: Stick with your plan [Video]

January 5, 2021

[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.

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Should You Refinance Your Home? [Video]

June 8, 2020

Should you refinance your mortgage? This is a question we’ve been getting more and more frequently as interest rates have come down. But like any good financial planning answer – it really depends!

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fee only financial advisor deer park barrington chicago [Video] What To Do With Your Estate Planning Documents

What To Do With Your Estate Planning Documents[Video]

May 31, 2020

Great job! You’ve gotten your estate planning documents done and you are ready to get to the next step. But what is the next step? That’s a question we get asked quite frequently. We figured it would be worthwhile to go through three steps that you can take to make sure you are using your…

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