Millennials Need Finance Education
We’ve all heard stories about the Millennial generation and how its members owe a lot of student loan debt and have trouble leaving their parents’ nest. The Financial Industry Regulatory Authority...
View ArticleMyths About Ultra High Net Worth Individuals
The past few years, there has been a lot of talk about income inequality, with the Occupy movement’s participants calling themselves part of the 99 percent. The 1 percent they left out are the people...
View ArticleChoosing A Financial Advisor
Did you hire your advisor because he or she is likable? Then you are in the majority. Did you hire your financial advisor because you liked him or her, you asked all the right questions and he or she...
View ArticleSeven Tasks To Create Your Retirement Plan
Your checklist to see if you are retirement ready. It’s never too early to start thinking about retirement, as those with a plan early on will find that they are more likely to have options for...
View ArticleRetirement Planning For Two
When one spouse takes no interest in retirement planning. As an advisor, I often see one spouse take the lead on investing and planning for retirement while the other stays completely away and has no...
View ArticleDon’t Hire a Shark
Are you hiring a shark or a financial advisor? Here are eight fact finders you must do up front. One of my recent blogs discussed the reasons why people hire their advisors, and it came down to the...
View ArticleFinancial Planning for the Future
“The day I die, I don’t want to have any money left.” Former tennis pro Billie Jean King made this comment in her keynote presentation at the Chicago Foundation for Women (CFW) annual luncheon on...
View ArticleMoney Does Buy Happiness
Money does buy happiness according to 49 percent of households worth at least $25-million surveyed by Spectrem Group. Interestingly, the older the person, the more likely one is to say that his or her...
View ArticleBruce Rauner’s Win & Your Personal Finances
With the election of Bruce Rauner to the Illinois governor’s mansion, Republicans have won the office for the first time in more than a decade. It is well known that Rauner did avoid answering a lot of...
View ArticleHoliday Giving: Cash
There are times when a gift of money is not frowned upon. Year end is a great time to make a monetary give to a child or grandchild or other person. The annual IRS gift tax exclusion for 2014 is...
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