Posts

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Winners From the 2010's

The most popular articles from my blog from the 2010's: THESE ARE THE BEST OUT OF OVER 200 ARTICLES! HUGE Trend here: readers prefer real life stories, commentary and advice rather then financial definitions or terminology.  The relatable…
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Stretch IRA is Dead - Secure Act

Stretch IRA is Dead and other new IRA rules are part f the newly passed Secure Act.
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Massive Tax-Deductible $200k Retirement Plan Contribution for Self-Employed

Massive tax deductible strategy for high income self employed!
Financial Plan
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5 Simple Questions to Take Your Financial Pulse

Certified Financial Planner provides tips for a quick financial check up.
CRT Charitable Remainder Trust
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Massive Tax Break for "Doing Good" - CRT

Huge Income Tax Savings and Retirement Income Strategy Awaits You! After a ten-year Bull Stock Market run you may own stocks or stock mutual funds that have huge taxable gains waiting for you if you were to sell. Q. Why would you want to sell…
retirement and college planning
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Can You Afford College & Retirement?

The real cost of college for many parents is they won't have nearly enough money to be financially independent when they would like to be. They may have had plenty if they didn't give hundreds of thousands of dollars to their kid's college(s). AS…
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Why CFP® Certification Matters

Most people think all financial planners are "certified," but this isn't true. Anyone can call himself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification…
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$1 Million in Life Insurance Not Enough

Last week, I was shaken when I heard about the tragic death of a Glen Ellyn acquaintance that lost a two-year battle to cancer. The death of this fine man, husband and father hit home not only because he had lived a few blocks away, but he was…