SAI FINANCIAL SERVICES, INC.
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Michael Cirelli, Financial Planner |
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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Michael Cirelli, Financial Planner |
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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Michael Cirelli, Financial Planner |
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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Michael Cirelli, Financial Planner |
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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Michael Cirelli, Financial Planner |
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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