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Lombard, IL 60148
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Our goal is to integrate tax and wealth management services to meet the clients objectives.


Navigating through the intricacies of personal finance can be overwhelming. With all the facets of taxes, investments, stocks, bonds... the list can go on and on...you need a trusted guide. My number one priority is to serve as a resource to all my clients, whether they work with me on their investments or not. Through education and knowledge of what their options are, my clients can then make the best decisions for their families, and helping them with that gives me a true sense of joy. Please feel free to take a look around and see how holistic wealth management and tax planning services can assist you in moving through life.

Helpful Content

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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