Finances & Your Family

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Financial Goals: Are We There Yet?[Video]

June 22, 2020

[Video] Financial Goals: Are We There Yet? | Do you know what your end goal looks like?

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Investing Based On When You Need Your Money [Video]

June 13, 2020

One way to invest is by determining what the time horizon of your financial savings goal is.

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Financial Planning Getting Organized! Know Sooner, Rather Than Later [Video]

May 27, 2020

  I’d like to give you a sneak peek into one of the steps when we start working with a client – it is that you give us some information for financial planning.  I’m just going to show you some of the items that you give us. We need to get some information from you so…

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[Video] Should I Refinance My Home During COVID-19?

May 17, 2020

[Video] Should I Refinance My Home During COVID-19? Let’s discuss with Senior Mortgage Loan Officer, Tom Cramer. Video Summary – How COVID-19 Pandemic Has Affected The Business: 1. Working Remote 2. Extremely busy with Refinance Transactions: a. Reaching out to any of my past customers who closed last year and beyond, most likely dropping their…

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Fee Only Financial Advisor Deer Park Barrington Chicago Your Beneficiaries Matter

Your Beneficiaries Matter: Check Who They Are [Video] 

May 7, 2020

It’s time to do a really quick check of your beneficiaries. This is something that is really easily overlooked. I want to review some of the common accounts where you need to set a beneficiary because this is what states who inherits the funds that are in these accounts.  So here is a common list: IRA…

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Financial Planner: Blank Slate [Video] 

April 28, 2020

When we get started working with a new client there are always three things as a financial planner we share with them.  And it’s always interesting the reaction we get from this, as a financial advisor we thing this is a common thing you would expect. Values So the first thing is we won’t push…

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