Your Financial Plan

To Pay Down Or Save? A Question Of Net Worth [Video]

People ask: Should I pay off a loan or should I save money? This really becomes a question of net worth. Let’s discuss what net worth is…

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

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]

[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]

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]

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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