Top 5 Moves To Minimize Taxes in 2021

It’s always prudent to pay the least amount of tax you can, especially if you’re a high net worth (HNW) individual in Libertyville or Lake County IL, and are either retired or in the pre-retirement years. But what moves minimize your taxes the most?  Here are 5 suggestions to make sure you pay the least

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5 Tips for your Money and Mindset in 2021

https://youtu.be/KJKIX63iiGw 1. Don’t fixate on the news We believe markets are efficient. What that means is that the price of stocks has already accounted for all publicly available information. Oftentimes, the market is forward-looking, so the price you see today is baking in what the market thinks may happen in the future. All that by

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When Emotional Investing Hurts You

Emotions have run high this year In Libertyville, IL and beyond. The U.S. has faced a major global pandemic, choppy economic times, plummeting equities earlier in the year and then new highs and contentious political times.  All of these factors and more may cause investors in Libertyville to give in to emotional investing. Emotional investing

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Turning 50? The Best Financial Moves Now

Turning 50 is a significant milestone for many reasons. Your children may be grown and leaving home. Retirement, which has seemed far in the future for decades, suddenly looms as a real thing that will occur.   Are you on the right financial path? Contact Prism Planning Partners today!   As a result, 50 serves

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The Small Business Owner’s Guide to Surviving the Pandemic

Owning and managing a small business in Libertyville, IL or the surrounding area during the pandemic is not exactly easy.  These are perilous times for mom and pop businesses.  Even some regional companies are struggling to keep their doors open during the pandemic.  However, if you have a plan, you will be able to confidently

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5 Tips To Avoid Outliving Your Money

Comprehensive financial planning in Libertyville, IL can help retirees and pre-retirees make sure they are on the right financial track to not outliving their money.  Unfortunately, many Americans facing retirement are worried that their retirement savings will run out. Several factors underlie that fear.  First, Americans are living longer than ever. In a couple currently

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