Posts Tagged ‘Naperville’
Social Security Timing – Getting it Right!
When should YOU begin taking Social Security? Read on to learn what you need to know!
Read MoreHow Much Impact Does the President Have on Stocks?
The election’s in the rearview mirror. So, what impact we can expect? Read on to learn about the Presidents’ historical impacts on stocks.
Read MoreTo Roth or not to Roth, that is the question!
Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!
Read MoreQuarterly Market Review – Third Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2020.
Read MoreWatch Out for Tax Torpedoes when Collecting Retirement Income
The Tax Torpedo is a special animal that the pre-retiree does not encounter. What is it, and how do you avoid it? Read on to find out!
Read MoreDollar Cost Averaging vs Lump Sum Investing
Dollar-cost averaging is an outstanding strategy to use when investing over time. However, the data suggests lump-sum investing may be a better option when dealing with large cash inflows.
Read MoreFinance – Recessions and Fear
The economy is slowing down, and the “R” word is starting to pop up. How bad can things get? Let’s take a look and see.
Read MoreProperty and Casualty Insurance – What You Need to Know
Today we explain the various components of property and casualty (P&C) insurance, so that you can adjust your coverage and enjoy peace of mind.
Read MoreQuarterly Market Review – Fourth Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct – December 2019. (Includes the 2019 Annual Review)
Read MoreBook Summary – How To Win Friends and Influence People
Probably my favorite book of all time is Dale Carnegie’s How To Win Friends and Influence People. Carnegie published his seminal work in 1936, and it has sold over 15 million copies!
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