naperville financial planner Archives - Page 2 of 24

Real Estate and IRAs – Tips for Avoiding the Traps

By Curt Stowers | September 6, 2024 |

Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.

Monday Morning Motivation – Make

By Curt Stowers | September 2, 2024 |

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Are you ready to turn your focus towards making yourself a better person?

KonMari – Learning Financial Planning from Marie Kondo!

By Curt Stowers | August 30, 2024 |

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There is some brilliance in Marie Kondo’s method, and her approach can be applied to financial planning. Read on to find out how to “tidy up” your financial life.

Monday Morning Motivation – Give

By Curt Stowers | August 26, 2024 |

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When it comes to how you give, is your preference for time, talent, or treasure?

Monday Morning Motivation – Mercy

By Curt Stowers | August 19, 2024 |

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Is it time that you extend mercy to someone, so that you can enjoy the playground of life?

Commodity Investing – Why I Suggest Avoiding

By Curt Stowers | August 16, 2024 |

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A great rule to follow is this: if you don’t understand something, you should not get involved. For many, commodity investing is one such area. Read on to learn why I take this position.

Monday Morning Motivation – Understand

By Curt Stowers | August 12, 2024 |

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Are you willing to leave the understanding in God’s hands and focus on living your life in a loving manner?

A Private Letter from the IRS – Leveraging the 401(k) Plan to Reduce Student Loan Debt

By Curt Stowers | August 9, 2024 |

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Did you know that you can get a “private letter” from the IRS that has good news? Read on to find out a bit more about “Private Letter Rulings” (PLRs) from the IRS—plus a surprising way one company is helping employees pay off their student loan debt!