DO YOU REALLY KNOW WHAT YOU OWN?

This article is for informational purposes only and does constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or product. It’s no secret that the average American is not the best with personal finances. According to the Motley Fool, the average American saves about a total

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HELLO FROM A DIFFERENT TYPE OF FINANCIAL ADVISOR IN LIBERTYVILLE, ILLINOIS

Hello! Prism Planning Partners, LLC is a registered investment advisor in the state of Illinois. We are based in Libertyville, Illinois (Northsiders, and on-the-record, very proud of our Chicago Cubs 😊) We’d like to take a few moments to share why our client experience is truly unique. Nicole Sullivan and Ron Bernstein, co-founders of Prism

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DON’T FALL ASLEEP AT THE WHEEL (OF LIFE)

We’ve all heard of (or experienced) the “annual review.” Especially common in corporate environments, this review typically goes over the following: What you did at work for the past year How well you attained goals set for you throughout the past year Feedback on your performance What you hope to accomplish in the coming year

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