Category: financial planning

Choosing a Financial Advisor? Ask These Five Critical Questions
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...
Cogent Conversations for 2024 Financial Planning
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...
From Aspiration to Action: The Power of SMART Financial Goals
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...
Pursuing Financial Independence with a Fee-Only Fiduciary Advisor
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...
Trust & Transparency: Why Hire a Chicago Fee-Only Financial Advisor
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...
Reassessing the Relationship with Your Chicago Financial Advisor
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....
How to Assess the Top 5 Risks in Retirement
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....
Leveraging the Pareto Principle in Your Financial Pursuits
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...
When Should You Take Your Social Security?
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...
Video: 3 Ways for High-Income Earners to Pay Less in Taxes
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,...
Investment Lessons From 2022
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...
Top 3 Action Items on Your Year-End Financial Checklist
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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