Of all the millionaires in the baby boomer generation, roughly 75% of them use a financial planner or advisor. So, it begs the question, do you need one? Let me
Over the past few years I've been noticing more and more financial professionals and internet "gurus" give the blanket recommendation to all readers that they
When considering purchasing an annuity you should be looking to do so for one (or more) of 3 reasons. Annuities are primarily used for; guaranteed income
As a financial planner in the Chicago suburbs I work with millennials every day and make sure that they're capitalizing on these important ideas for planning:
Earlier this afternoon I sat down for the first time with a client who was just beginning her investment journey. She, like many that I've sat down with before
Our financial markets have made a gargantuan move higher since the presidential election results back in November. If you have an IRA, 401K or other investment
1.) YOU DON'T NEED MUCH TO START ONE
One of the most common misconceptions I run into when working with someone is that they think they need to invest $5k or
A common question I'm asked is whether someone should be contributing to their IRA, employer 401k/403b, or should they do both?
Here are a few of the
