Personal Stories & Updates

Stay Diversified FROM Your Employer

July 15, 2021

Why to stay diversified. If you invest in your company’s retirement account or choose your own investments what do you really own?

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How to grow finances

How To Grow Finances -A Gardening Analogy [Video]

June 15, 2021

This was such a great analogy on how to grow finances. In gardening and finances there is a natural order of how things get taken care of.

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Summer Ideas For Kids [Video]

Summer Ideas For Kids [Video]

June 2, 2021

School’s out so what’s a kid to do? We want to help give you some different things to think about and include some summer ideas for kids. 

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Gift Match

Gift Match & A New Year [Video]

December 31, 2020

[Video] Gift Match & A New Year| Here is our final reveal of our Gift match from the 2020 Christmas challenge! We challenged you to give a gift so we could match it.

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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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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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