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Romney Wins – Then What?

By on October 18, 2012 in Achieving Financial Independence, Balanced Living, Counting Your Pennies, Estate Planning, Investments, Investor Psychology, Mortgage, Policy and Your Money, World Economics

When Romney Wins – Then What? Since Mr. Romney is well positioned to win the presidential election, I’ll take a few minutes to explain what I think might happen if Governor Romney is elected the 44th President of the United States. If Republicans also win both houses of Congress, expect there to be quite a [...]

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Free EBook – Pay Tax Once and be Done With It

By on June 26, 2012 in Achieving Financial Independence, Goals-Based Planning, Investments, Policy and Your Money, Tax Planning

I have just written my first EBook.  The concept is simple: read about the nine ways I invest my money and advise my clients to invest theirs so they can minimize or avoid paying tax altogether. I think income tax rates will eventually go higher, meaning it will be wise to invest in vehicles that [...]

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Time is Running Out to Get 529 Plan Tax Write Off for 2011

By on December 19, 2011 in Child's Play, Investments, Tax Planning

Save for College & Save Taxes HURRY UP to get this done before year-end!   Get your IL 529 College Savings Plan contribution in before year end and get a write off on your IL Income Tax Return.    There are two plans to choose from in IL (Bright Directions and Bright Start).  I use Bright [...]

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