Navigating Open Enrollment and Your Financial Health
Open Enrollment is an annual period that carries substantial weight in the realm of personal finance and healthcare. During this time, individuals can make critical decisions that impact their financial…
Read MoreThe September Syndrome: Myth or Reality?
Traditionally, September’s fall weather brings with it a fall in the stock market. The reasoning behind this notion is often attributed to various factors, including investors returning from summer vacations…
Read MoreThings To Consider When You Consider A Second Home
One of the most rewarding parts of my work as a financial advisor is watching people go from uncertainty about their future to confidence in their future. In the transformation,…
Read MoreWhat You May Be Missing by Getting a Large Refund
You can always tell when it’s tax season. For me, it’s the notable change in advertising messages that go out. Retailers begin asking consumers to consider making a large purchase…
Read MoreGrandparents Raising Grandkids: Things to Consider
Parenthood is hard! But that truth makes grandparenting a joy for so many. I’ve heard many grandparents in my office talk about the joys of being a grandparent, while citing…
Read MoreReady, Set, Retire: Is Your Small Business Mandate-Ready for the November Retirement Plan Deadline?
If you’re a small business owner and you don’t have an employee retirement plan, the clock is ticking… Effective November 1, 2023, Illinois will require employers with 5-15 employees to…
Read More5 Summer Savings Tips to Not Burn Your Budget While Traveling this Summer
Summer is a season filled with wanderlust and adventure, but it’s also a time when expenses can quickly add up, leaving your budget far behind. However, with a little planning…
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