What You Need to Know & Do With Tax Cuts and Jobs Act – Tax Calculator

The Tax Cuts and Jobs Act is Way Overdue. Just in time for Christmas! Lower income tax rates for people and businesses! A great start toward making government a little […]

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Roth 401K

Roth 401k is a Remarkable Retirement Savings Vehicle

The Roth 401k is a one of a kind investment wrapper. What is a Roth 401k? – An employer sponsored retirement plan that allows you to automatically contribute a portion […]

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How to Avoid Disastrous RMD Penalties

How to Avoid a HUGE Penalty from Missing the Required Minimum Distributions (RMD) from IRA. Failure to withdraw an RMD by the deadline results in one of the most onerous […]

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How Astonishing Property Tax Rates Hurt Home Ownership

Homeowners all over the Chicagoland area received their annual bad news in the mail this week in the form of their property tax bill. For the past twenty years I’ve lived […]

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Why Pay More Income Tax Than You Have To?

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If I Were King…I Would Fix Entitlement Programs

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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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Do You Really Understand Your Tax Bracket?

Understanding Your Tax Bracket Whether you received a bonus from work or are retired and considering taking an IRA distribution, understanding how that extra income impacts your taxes is important.  […]

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Why Retirees Would Want Life Insurance

If you have a desire to leave money for your spouse or kids, life insurance is the best asset to leave them.  Notice I said “asset,” not  “investment.” At death, […]

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