Finances & Your Family

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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Labor Day and Community Service [Video]

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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Custodial Accounts: Non Tax Advantaged Savings Account[Video]

August 24, 2020

[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.

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

July 14, 2020

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

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[Video] Investing- Coordinate Your Accounts Together Fee Only Financial Advisor Deer Park Chicago Barrington

Coordinate Your Accounts Together [Video]

July 8, 2020

[Video] Investing: Coordinate Your Accounts Together | Set up one day each month where you review all your investments and accounts to make sure items don’t get overlooked.

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Employee Benefits: Open Enrollment, The Most Valuable Benefits [Video]

July 1, 2020

[Video] Employee Benefits: Open Enrollment, The Most Valuable Benefits | Three very important benefits to make sure you are utilizing them to the best extent you can

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