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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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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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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Fictitious Balance on Your 401k/IRA Account Statement

Your account balance carries a hidden surrender charge. Millions of working Americans contribute a percentage of their earnings to a 401k account while many also have IRA accounts, most of […]

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DOW nears 17,000; Where’s the Euphoria?

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Your IRA or 401k Balance is Not all Your’s

Your IRA or 401k is partially yours and partially the property of the IRS. Unfortunately, the IRS doesn’t tell you what they get until you make a withdrawal. RETIREMENT PLAN […]

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3 Mistakes to Avoid in Retirement

Good planning can make life easy on retirees.  Unfortunately, many people wait longer than they should to start planning.  If you are wondering where to start or what you should […]

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Dow Hits All-Time Record – Looking Backward and Forward

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