Finances & Your Family

Asset Location [Video]

October 19, 2020

[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.

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Open Enrollment – Deciding between Medical Insurance Plans [Video]

October 12, 2020

[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.

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

September 21, 2020

[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.

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When to Incorporate? Credit Protection[Video]

September 14, 2020

[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.

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5 Ways to Improve Business Accounting and Budgeting [Video]

September 7, 2020

[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

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[Video] Labor Day and Community Service

September 3, 2020

[Video] Labor Day and Community Service| We all love breaks from the routine Labor Day, for example, we don’t have to go into work we can do what we need. But what if this year you gave up your time rather than doing what you wanted.

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