Finances & Your Family

Team of Experienced Fee Only Financial Advisors in Chicagoland

Podcast Episode 28: Organizing Your Possessions (or Your Parents!) with Ashley Rapp

In this episode, Ashley Rapp, a professional home organizer, shares how she helps her clients organize their possessions before transitions.

Read More...
Experienced Fiduciary Fee Only Financial Advisors in Chicago on Estate Planning Checklists

Estate Planning Checklist

Estate plans are a critical piece of your financial life. Like it or not, we’re all going to pass away some day. How will your assets be handled? Who’s going to care for our children? Creating an estate plan ensures that you have a say in these important questions. Estate plans can also prevent unnecessary family arguments after you’re gone. Our estate planning checklist will help guide you through each of the key aspects of an estate plan.

Read More...
Fee Only Financial Advisors in Chicago, Estate Planning Attorney Heather Walser

Podcast Episode 25: Creating Successful Estate Plans and Strong Family Relationships

This episode, estate attorney Heather Walser joins us to share her perspective on the legal and relational side to successful estate plans.

Read More...
Experienced Fiduciary Fee Only Financial Advisors In Chicago Suburbs

Podcast Episode 24: How to Manage Your Aging Parent’s Finances

In this episode, we discuss how we help clients work through their aging parent’s finances and the emotions, paperwork, and estate planning.

Read More...
Experienced Fiduciary Fee-Only Financial Advisors in Lake Zurich Kildeer Deer Park Chicago

Podcast Episode 22: Should You Save For Your Kid’s College Education?

In this episode, we walk you through how we as advisors and as parents consider whether to save for college, and tools we might use.

Read More...