Category: financial planning
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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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When Should You Take Your Social Security?
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they...
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Video: 3 Ways for High-Income Earners to Pay Less in Taxes
by Michael Evans, Founder & Wealth Manager Cogent Strategic Wealth Are your earnings considerably higher than you’d planned for? Are you selling a thriving business,...
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Investment Lessons From 2022
By Larry Swedroe, Head of Financial and Economic Research, Buckingham Strategic Partners While each year features new twists on the age-old investment stories, smart investors...
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Top 3 Action Items on Your Year-End Financial Checklist
by Michael Evans, Founder & Wealth Manager It’s that time of year again. Yes, warm beverages and pumpkin pie come to mind. But so does...
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How to Find an Advisor You Can Trust
by Larry Swedroe, Chief Resource Office, Buckingham Strategic Partners Several years ago, I met with a wealthy widow who had been quite a bit wealthier...
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Are You Tipping the Government by Paying Too Much in Taxes?
by Michael Evans, Founder & Wealth Manager If a powerful genie were to grant us one wish related to your financial well-being, I would wish...
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Video: Do You Have Clarity That You Are on the Right Track?
Life is a series of tradeoffs, but do you feel that you are missing out? Do you have the confidence, the clarity, to know it’s...
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Video: How Working With an Objective Advisor Can Make a Difference
So what’s really important for you? How do you build a plan based around the evidence that’s out there and how do you apply it...
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