Are you aware that investment strategy varies significantly among financial advisors – and not all are based on your personal goals? Investors in Libertyville, IL, and surrounding areas may be curious when they hear the term “goal-based investing,” or GBI. Isn’t most investing oriented around goals? Surprisingly, no.
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It’s that time of year when people take all possible measures to save more money on taxes. One of the chief ways to minimize taxes, both for 2021 and going forward, is to strategically use charitable giving — which the IRS encourages. Comprehensive financial planning in Libertyville, IL, includes this tax strategy!
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It’s a new year, which means newly laid plans are still fresh for individuals, families, and business owners in Libertyville and surrounding areas. How are you doing with your resolutions? If 2021 was too much to handle, maybe you didn’t set any. Whatever the case, today is the best time to start goal-based investing (GBI).
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Cryptocurrency is in the headlines enough that it may pique your interest. Some swear that it’s the wave of the future for money and finance. But should it be part of your comprehensive financial plan checklist?
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Individuals with high net worth are probably rightly concerned with preserving their family wealth, not only for their children and grandchildren but for the generations that follow them.
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What should you consider before investing? Investing is a relatively complex phenomenon, consisting of market conditions, economics, and your personal goals and financial situation, as well as your stage of life. Let’s discuss those factors.
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A new year is coming soon! New years are an ideal time to create and review your financial wellness checklist.
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So much of our finances are determined not by money, but by our personalities. Financial planning is often driven by the emotional side of things — our goals, values, priorities, and needs. And, once we define our goals and priorities, getting to them is very much affected by our money personality. A person who loves
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Financial health, physical health, and mental health all work together. But many people worry about their financial health. Many Americans lose sleep about financial worries — everything from anxieties about spending too much to fears that they don’t have enough to retire on.
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Financial health is as important as physical and mental health. Without it, you’re unlikely to be living a full and productive life. But how do you know if you’re financially healthy? After all, there’s no equivalent to a physical health check-up, where the doctor uses a stethoscope.
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