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SAI FINANCIAL SERVICES, INC.
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Friday, June 30, 2017

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: Max Out Employer Matches If someone offers you free money will you slap...

 

Friday, June 9, 2017

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, came in full of questions and eager to learn more about investing and our...

 

Friday, May 19, 2017

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 account you've more than likely heeded some substantial gains over the...

 

Tuesday, May 9, 2017

It's truly fascinating to see what a multi-million dollar budget can do. The large low cost providers have used their war chests of money to manipulate and brainwash an entire generation. Before we get into that I want to start by...

 

Sunday, March 5, 2017

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 more to get their Roth started. While many of your larger banks or wire...

 

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Tuesday, February 7, 2017

Allow me to start by saying I don't know Ken Fisher, we've never met and I have nothing against the guy. However, if you watch any type of investment news I'm sure you've heard his rant on how he hates annuities and everything about...

 

Tuesday, December 13, 2016

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 questions you should ask yourself first: Does your 401k plan make matching...