Category: financial planning
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Navigating the High School Years and Final Preparations for College
What You’ll Learn: This post will guide you through the financial planning and decision-making processes during your child’s high school years, highlighting: Recap and Introduction...
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How to Thrive Financially Without Missing Out on Life’s Mid-Life Joys
Life should be a delicate balance between planning for the future and enjoying the present. However, depending on your generation (more on that below), it’s...
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Five Common Financial Pitfalls of High Achievers and How to Avoid Them
As a Chicago-based wealth management firm that works with high-achievers, it’s not uncommon for our team to meet successful individuals and learn they are dealing...
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Beyond the Glitter of the Magnificent Seven: A Prudent Adventurer’s Guide to Thriving in the Diverse Investment Landscape
In our journey through the ever-evolving landscape of investments, a question frequently arises, especially during moments when certain assets dazzle the market with their performance....
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Choosing a Financial Advisor? Ask These Five Critical Questions
As someone who has achieved personal financial success, hiring the right team of wealth management professionals is one of the most important decisions you will...
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Cogent Conversations for 2024 Financial Planning
As 2023 nears its end, it’s time to think about specific financial tasks you can do before year-end to assist in your tax planning efforts...
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From Aspiration to Action: The Power of SMART Financial Goals
When you watch the news headlines today, there is talk of a looming recession in 2024, inflation continues to be a problem, and market volatility...
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Pursuing Financial Independence with a Fee-Only Fiduciary Advisor
What does financial independence mean to you? Do you have a financial plan that is fashioned around the pursuit of your financial goals? Is that...
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Trust & Transparency: Why Hire a Chicago Fee-Only Financial Advisor
One phrase should stand out when you think about managing your money: trust and transparency. Trust and transparency are twin cornerstones in wealth management, particularly...
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Reassessing the Relationship with Your Chicago Financial Advisor
Like any important relationship, your connection with your financial advisor should hinge on mutual respect and trust with a shared vision of your financial future....
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How to Assess the Top 5 Risks in Retirement
The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk....
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Leveraging the Pareto Principle in Your Financial Pursuits
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into...
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