The SECURE Act: 3 Key Takeaways
By many estimates, the SECURE Act was the largest retirement reform bill since 2006. But at 18,000 words long, most investors haven’t had time to sit down and read it yet. The good news is, we just finished an article that details three key takeaways from the act, and you can get your copy now. http://bit.ly/secure_act_2020
Insurance: Just Starting Out
The transition to adulthood is an exciting time that marks true independence. With this new freedom comes some real responsibility, including the need for protection against the financial risks that life can present. Consider the following guidance as you determine your insurance strategy and decide how to protect your financial future http://bit.ly/2TeIeMP.
Started in Chicago
Every year, Chicago further strengthens its position as a business and tech hub, serving as home base to many fantastic young companies and well-known, industry powerhouses. Watch our latest presentation that takes a look at some big Chicago companies that started small, and small companies ready to do big things, along with the ecosystem of launch pads that are empowering the next generation of entrepreneurs. http://bit.ly/36NtAiV
Estate Strategies – Critical Elements of an Estate Plan
Taking steps to help protect your estate is an important financial choice. With proper strategies, you may be able to maximize your opportunities and help manage stress and confusion for your loved ones. Take a look at some important details to address when creating your own estate plan in our new piece. http://bit.ly/354S5aW
The Financial Considerations of Gifting
The holidays are just around the corner and 2019 is coming to a close. If financial gifting around the holidays is on your to-do list, we invite you to grab a copy of a recent article we published. http://bit.ly/2oSvajh
Tax Planning: Year End Preparations
The Tax Cuts and Jobs Act of 2017 continues to provide Americans with opportunities and challenges as they prepare to file their taxes. As we prepare to head into tax season once again, we feel that a review of deductions, tax brackets and exemptions may be in order. Grab a copy of our updated 2020 Tax Planning piece here. http://bit.ly/2p025CF
Getting Strategic with Social Security
While social security should be just a portion of your overall retirement strategy, it’s an important part to get right. Grab a copy of our new resource that provides information on how the Social Security system works and strategies for getting the best benefit possible. http://bit.ly/2mbu0xF.
Boss Ladies of Chicago
Chicago is the third largest city in the U.S. but has the highest concentration of women founders. With such a large population of boss ladies in our great city, we thought it was time to celebrate the work being done by six of these visionaries. Take a look at this. http://bit.ly/bossladieschicago
Pro Vs. Self-Managed
In 2018, the S&P 500 was down -4.38% and the average investor lost -9.42%. (DALBAR) Emotional decision-making was a major factor, and we explored this topic in a recent article here. bit.ly/2Zmo1Vu
Ultimate College Checklist
With summer in the air, it means fall is just around the corner. And, for many, that means kids heading off to college. We share a checklist of 13 critical items that should be addressed before your child starts classes. http://bit.ly/2KLR0P0
