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Financial Planning

Stay on top of all the latest trends in personal finance and how they affect your financial plan.

September Market Commentary

September Market Commentary

We just tryna catch a good time /Even if it takes all night Good TimeNiko Moon With Labor Day...

August Market Commentary

August Market Commentary

Like the changing of the seasons /Good things, they come and then they go Going, Going, GoneLuke Combs The end of July brought Lollapalooza weekend to Chicago.  A four-day music festival that welcomes bands with names such as Barry Can’t Swim, Zinadelphia, and Still...

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How to seek the best tax benefits with your retirement plan

How to seek the best tax benefits with your retirement plan

How to seek the best tax benefits with your retirement plan  Lower your taxes now Contributions to a standard retirement savings plan, like a 401(k), 457(b), or 403(b), are withdrawn from your pay before income taxes are applied. Each year, these "pretax...

A Date with Destiny – Financial Planning at every age!

A Date with Destiny – Financial Planning at every age!

A Date with Destiny - Financial Planning at every age! With contributions from Mark Essenfeld, CFP®, AIF® Many are of the opinion that financial planning is only necessary after there is significant income and savings to manage; but the truth is that every age has...

3 Areas Where Employee Financial Wellness Can Affect Your Organization

3 Areas Where Employee Financial Wellness Can Affect Your Organization

3 Areas Where Employee Financial Wellness Can Affect Your Organization Perhaps not surprisingly, the latest PwC Employee Financial Wellness Survey found that 40% of full-time employees said their top financial pressure is that everything costs more these days. Only...

Bridging the Retirement Income Gap

Bridging the Retirement Income Gap

Bridging the Retirement Income Gap When estimating the amount of income needed in retirement, you may start by considering the type of lifestyle you want to live and the age at which you’d like to retire. But as retirement age nears, it may become apparent that prior...

Investing Do’s and Don’ts

Investing Do’s and Don’ts

Investing Do's and Don'tsWith contributions from Harrison MacDonald If you’ve thought about investing but have no idea how to get started, you’re not alone. Investing isn’t something taught in our high school curriculum so by the time you’re a little older and earning...

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