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Highland Park, IL 60035

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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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We create strategies tailored to your goals

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Without any conflicts of interest we put your needs first.

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We enjoy building trusted relationships that span generations.

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Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

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.

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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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.

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