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Highland Park, IL 60035

 
The Latte Lie and Other Myths Is Tax Reform on the Agenda? When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

Your Future

Integrated Planning for Business and Personals Goals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We will get back to you quickly with a thoughtful answer. 

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Without any conflicts of interest we put your needs first.

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Helpful Content

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Debt Stress

There’s a link between debt and stress.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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