It’s safe to say that everyone wants a comfortable retirement. But the best way to get there isn’t to focus only on retirement itself or a specific amount of money you need. Instead, the best way just might be to create a life plan that will make retirement both comfortable and happy. After all, retirement
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When you work with a financial planner or coach in the Chicago, IL area, it’s easy to focus on money only. After all, that’s a part of the process! Looking at balance statements, talking about asset allocation, considering tax strategies, setting up budgets and cash flow, monitoring your net worth and projections – it all,
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Libertyville, IL investors, business owners, pre-retirees, and retirees all may have different ideas about money. Some people see money as an element to be sought after, others seek to avoid talking about it or even thinking about it. In that respect, money is like most other components of our life: we are acting in accordance
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Financial advice in Libertyville, IL abounds, on websites, television, social media, and more. While much of the financial advice purveyed may be helpful and sound, the sheer amount of it has also given rise to financial disinformation – myths, if you will. Myths are things that many people believe, but that don’t hold water on
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How financially satisfied are you? Some people may be financially satisfied if their finances are in alignment with their peer group, in Libertyville, IL, and elsewhere. If their financial plans, income, returns, net worth, and purchasing power are roughly the same as the people around them, that may mean they feel financially satisfied. However, financial
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Becoming financially independent during one’s 20s and 30s is becoming that much more difficult with each passing year. Many young adults are drowning beneath student loan debt, credit card debt, auto loans, and mortgages. The cost of postsecondary education and housing have skyrocketed to the point that, in many cases, only the children of the
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Have you imagined running out of money during retirement and going back to work? You can prevent this nightmare scenario by preparing for your golden years in the present moment. The assistance of a fiduciary CERTIFIED FINANCIAL PLANNER® Planner will prove invaluable as you plan your financial future. Let’s take a quick look at six
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One of the burning questions pre-retirees in Libertyville, IL, and beyond ask is “how much should I save for retirement?” There’s no shortage of advice. People are sometimes told to save 10 times their income by their retirement age or even to aim for $1 million by the time they retire. Frankly, these figures are
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Whether you’ve just started your retirement planning in Libertyville, IL, or have been retired for a while, running out of money might be one of your worries. You may have an established financial plan and plenty of money saved already, but the anxiety may be (at least occasionally) still there. In fact, quite a large
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Most people understandably do not know where to start when it comes to estate planning. Whether you don’t have an estate plan or if your estate plan hasn’t been updated, it is in your interest to meet with a fiduciary CERTIFIED FINANCIAL PLANNER™ Professional. Estate planning is one of the most important components of a
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