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Experienced Fiduciary Fee Only Financial Advisors in Chicago

Strategies for Early Retirement Healthcare [Video]

Early retirement healthcare can be tricky. This video explains your health insurance options before age 65 and Medicare.

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Financial Friday

Friday’s Financial Update 3-31-2017

Written By: Michelle Smalenberger, CFP ® The last week of the 2017 first quarter has felt relatively quiet without large pending votes that may or may not signal expectations going forward.  The U.S. stock market indexes posted another positive quarter, which again brings welcome gains to investors’ accounts.   We could still see an upcoming…

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Financial Friday

Friday’s Financial Update 3-24-2017

Written By:  Michelle Smalenberger, CFP® Did this week remind you of political seasons we have experienced over the past several years?  It sure reminds us of times like the initial ACA legislation, Brexit, or more recently the elections.  We have been awaiting results of legislation change with the proposed American Health Care Act and the…

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Financial Friday

Friday’s Financial Update 3-10-2017

Written By: Michelle Smalenberger, CFP® As we round out another week, we are reminded of the ups and downs that can come with investing.  There were some interesting stories this week that brought about daily changes to how stocks performed.  This highlighted the importance of having a diversified portfolio that is not based on luck…

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Growth We Have Longed For

Written by: Michelle Smalenberger, CFP® This week has proven to be another exciting week in the financial markets!  As of recently, it seems things have calmed and quieted a bit in the political arena compared to the protesting we grew immune to following the presidential election.  After a couple of years of stagnant growth in…

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