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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retire or work

Will You Be Able To Retire? Saving Yourself!

Will You have Enough Money To Retire? Brief History Lesson: The term “retirement” came to be recognized when the Social Security Act of 1935 allowed people to collect a tax […]

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financial planning

How to Use Life Insurance to Save You From Devastating Health Care Costs

New Use for Life Insurance Read this post carefully if you or your parent has assets they want to pass on to their kids. Most senior citizens consider buying long-term-care […]

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How Chasing Possessions is Dangerous to Your Wealth

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If I Were King…I Would Fix Entitlement Programs

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The Truth About Private Retirement Pension

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Life Insurance Key to Retirement Spending and Legacy Plan

Over the past several years, most of the clients that I have advised to purchase life insurance are retired and have no dependent need. The insurance has greatly helped their […]

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One Powerful Financial Move for Kids (or Grand-kids)

Turn $500/Year into $500,000! I recently created Roth IRA’s for my kids and put $500 into each account. With a little guidance from me, the kids will each choose to […]

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Illinois and Greece, Two of a Kind?

Illinois is Similar to Greece – Broke Illinois is like Greece in one obvious way: It over promised and under delivered on pensions and has little appetite for dealing with […]

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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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Does 4% Retirement Rule Make Sense For You Today?

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Nothing Natural About Retirement

The idea of “retiring” is relatively new in this country’s history. It was created by financial institutions about 70 years ago after social security was first set up to transition […]

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