Finances & Your Family

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...
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...
fee-only chicago Financial Advisor Deer Park Family Finances Draft disability insurance

Employee Benefits: Disability Insurance [Video]

Let’s walk through what disability insurance is, why it is important, and the difference of the tax implications of what you choose.

Read More...
Financial Advisor Deer Park Barringon Financial Design Studio FAFSA FAQ Draft

[Video] FAFSA FAQ #2: Contributions

Welcome back to our second FAFSA FAQ video, in a three part series. And we’re really going to jump into more of the details here with Rob. Michelle: So for the previous FAFSA FAQ discussion, we talked about who it was for and what it was. As a recap, it is student aid, and these…

Read More...
Financial Advisor Deer Park Barrington FAFSA FAQ Draft

[Video] FAFSA FAQ #1: What Is It & Is It Worth Filling Out?

So if you have kids who are nearing college age, or in college, you’re probably familiar with some of these acronyms or buzzwords: FAFSA and what it is. So we’re going to touch on what it is, who it’s for, and is it even worth filling out. Michelle: So we’ve got Rob here today, who’s…

Read More...