Thursday, May 10, 2018
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 start by saying when I use the term “financial planner” I mean...
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Wednesday, November 8, 2017
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 should have a Roth IRA. Unfortunately, very few of them provide meaningful...
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Thursday, September 7, 2017
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, accumulation with some form of protection and tax-deferred growth. Think of...
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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...
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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...
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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...
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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...
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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...
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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...
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