Habits of the Wealthy! 20 Things The Rich Do Every Day.

 Habits of the Wealthy! It turns out that habits of wealthy people tend to create positive, pro-active habits that lead to their success. I have often spoke with clients about […]

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Amazing Opportunity for Entrepreneurs (Solo 401k)!

The dream retirement plan (Solo 401k) for self-employed people! I set up my financial planning practice in Glen Ellyn back in 1996. One of my first concerns was how I […]

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medical billing and insurance

My Doctor’s Office Crazy Billing Experience

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Life Changing Financial Advice IS Waiting For You

Is it possible you are too embarrassed to ask about financial matters you think you should know? After talking with a very bright and successful neighbor earlier this week about […]

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Why Cash is Secret to Foundation of Financial Success

I often borrow a phrase  “Big Hat No Cattle” from a book called The Millionaire Next Door and it’s That means you live an affluent lifestyle, but have very little […]

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Fantastic 529 College Savings Plans for the Unborn

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How Chasing Possessions is Dangerous to Your Wealth

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Make 2018 the Year of Good Habits

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Remember When?

How do you create a “Remember When” experience? With Thanksgiving right around the corner it reminds me how significant great memories are to our lives.  How do you know if […]

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Low Interest Rates – No Favors for Seniors

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The Truth About Private Retirement Pension

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Déjà Vu All Over Again

Déjà Vu all over again was the response I received from one long-time client in response to what is going on lately with the stock markets around the world. Seemingly […]

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