Finances & Your Family

fee only financial advisor deer park abrrington chicago

Credit Card Usage Is Up

Credit cards have been a way of life in America for the last 40 years. You can’t watch a sporting event these days without hearing a “What’s in your wallet?” commercial from Capital One! During the Great Recession of 2008-2009 many Americans fell out of love with credit cards. Not only are they expensive, but…

Read More...
fee only financial advisor deer park barrington chicago when should i refinance my mortgage draft

When Should I Refinance My Mortgage? And Other Mortgage Reminders. [Video]

Getting the right mortgage is one of the bigger financial decisions your family will ever have to make.  So if you are thinking about refinancing your mortgage, let me give you a couple tips for what you should be looking for.  Shorten The Term Of Your Mortgage The first tip is to look at SHORTENING…

Read More...

Don’t Let Tax Reform Changes Surprise You. Plan Now! [Video]

STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you.  Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…

Read More...
fee-only Chicago financial advisor deer park barrington are you paying too much for your car payment draft

Are You Paying Too Much For Your Car?

Over the last five years, there has been a DRAMATIC INCREASE in the average car purchase payment. Let’s look at how much we actually pay for our cars and recommendations to make this less expensive for you and your family. Other than apple pie, nothing’s more American than having a car. We need them to…

Read More...
financial advisor deer park barrington teaching moments with your kids about money draft

Having Teaching Moments About Money With Your Kids [Video]

Having Teaching Moments About Money With Your Kids Money can be fun, but it is a tool too.  Let’s see how to teach kids about money.

Read More...
Employee Benefits

Employee Benefits: Health Insurance And HSA [Video]

So a major cost that many people are always thinking about is health insurance. We are going to discuss these employee benefits with health insurance and HSA’s.

Read More...