Finances & Your Family

Asset Location [Video]

[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes.  Taxes are a fact of life and we can’t avoid them forever.  However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.

Read More...

High-Income Earner’s 401(k) Mistake [Video]

[Video]High-Income Earners 401(k) Mistake. We all know that each year in our 401(k) we have a maximum amount we can save. But what if you earn too much to contribute your full amount? Be sure and know the options you have before missing out on these savings.

Read More...

When to Incorporate? Credit Protection [Video]

[Video] When to Incorporate? Credit Protection| When lots of people think about incorporating their business they tend to think of the tax advantages they may get instead of the liability protections. That’s actually what I want to encourage you to think about today.

Read More...

5 Ways to Improve Business Accounting and Budgeting [Video]

[Video] 5 Ways to Improve Business Accounting and Budgeting| We have been talking to our business owners on ways to improve operations, legal structure, and accounting. Here are five ways you can improve the accounting or budgeting process that you have.|Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine

Read More...

Custodial Accounts: Non Tax Advantaged Savings Account[Video]

[Video] Custodial Accounts: Non Tax Advantaged Savings Account | Maybe you’re trying to plan for your child’s future and all the options you look at help you cover college expenses but you just want to save for their future, not only college. You understand that there are tax benefits to saving in college savings accounts, but you want flexibility for how the funds will be used.

Read More...
do you have time your financial advisor can help fee only financial advisor deer park chicago

Need More Time? Your Financial Advisor Can Help [Video]

Do you have enough time? What about for your finances? Do you need more time, your financial advisor can help.

Read More...