Your Financial Plan

Investing vs. Speculating… Are You Feeling Lucky? [Video]

May 24, 2022

Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.

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Consolidating Retirement Accounts

Consolidating Retirement Accounts [Video]

March 1, 2022

[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?

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financial planner deer park barrington il saving for the future surprised by inflation

Don’t Get Surprised By Inflation! [Video]

March 1, 2022

Inflation is something we watch closely and have written about many other times.  The cost of something in the future will likely go up.

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12 Tax Things to do before 12/31

12 Tax Things to do Before 12/31 [Video]

October 25, 2021

Here are 12 Tax Things to do before 12/31. This is the second most common time people start to think about their finances.

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Changing Jobs

The Benefits Of Changing Jobs [Video]

October 21, 2021

Let’s talk about your career and what the benefits of changing jobs might be for you. Some interesting data out of the Federal Reserve Bank of Atlanta shows that it is actually worth it financially to change jobs on a regular basis.

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Calendar and Checkbook

The Calendar And The Checkbook Never Lie! [Video]

June 6, 2021

Two things that never lie are your calendar and your checkbook. These are two things you can analyze to see if you’re spending them well.

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