Can you believe it is already July?! We are half way through 2014 and as the holiday weekend rolls in, I thought it would be interesting to take a look at the five most popular blogs so far this year. Interestingly, most of the top five have nothing to do with investing or retirement planning. It makes […]
As many of you may know, both my husband Randy and I have become orphans over the past three years. One of the many new processes we have been faced with is how to deal with the many tangible “treasures” that have been acquired for almost a century. A substantial number of these treasures found […]
Today, I came across the article, 9 Things We Should Get Rid of to Help Our Kids, and could really relate to what the author had to say. After reading the article, I started to wonder if I’ve been a very good parent as of late. Below are the “9 things” from the article with my experiences and thoughts […]
As another birthday comes and goes for me, I am reminded once again just how fast time flies. At this point, I struggle with conflicting things to focus my thoughts on. On the one hand: My kids are at the age where they want less and less to do with me. My joints ache a […]
This is a guest post written by Clifford Holm, an attorney with Fuchs & Roselli, Ltd. www.frltd.com. In 1986, a budding Chicago philosopher looked us square in the eye and cautioned us all: “Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” Almost 30 years […]
Q. When Should Your Kids Start Their Financial Planning? A. As soon as they have a job. WHEN DID YOU START SERIOUSLY PLANNING AND SAVING? Please share when you started in the reply area below article. One of the biggest regrets many of my new clients share with me is that they wish they […]
Great News: We have weathered the storm of the Great Recession of 2008 and 2009! Cautionary News: The possibilities for you to experience losses in your retirement portfolio due to factors that affect the overall performance of the financial markets continue to exist. This risk, defined as MARKET or SYSTEMATIC RISK IS VERY REAL. As […]
Last week, I had the opportunity to listen to Chris Herren, former NBA basketball player, speak at Glenbard High School’s Parent Speaker Night on substance abuse. One word – riveting. As a father of teenagers, this presentation was especially timely. It should never have happened to him, just like it should never happen to your […]
Roth vs. Traditional IRA 8 Important Comparisons Deciding which retirement account type may fit your needs is an important step in retirement planning. The comparisons below provide an overview of the differences between the Traditional and Roth IRAs which may be a good resource for you. Remember…the Contribution Deadline for the 2013 Tax Year is […]
We can either embrace change or ignore it, but you are missing out if you ignore it. Twitter is an adult app for people who like to read. In my effort to be your best financial resource, Twitter is my best friend. Be one of the first 10 people to follow @Fortune_FG and I’ll send […]
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