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INVEST IN KIDS ILLINOIS: Step-By-Step Walkthrough
https://www.youtube.com/watch?v=t9jAeXiBq5I&feature=youtu.be Today I'm going to be talking about how to qualify and to actually get the credit for the Invest In Kids Act program. I’m going to walk you through what to do step by step: Request a letter ID with Illinois;Activate your...
What Is A Donor-Advised Fund?
https://www.youtube.com/watch?v=V6P4RPReJGg&feature=youtu.be Donor-advised funds are gaining a lot of popularity because of all the benefits that they provide. A lot of people thought that these benefits were only available to ultra-wealthy people or people who could create family foundations....
The Best Age to Convert an IRA to a Roth IRA
Social Security Changes’ Impact on Retirement Plans
We just found out that Social Security benefits are going up 1.3% in 2021. In this post, I want to talk about three things: 1) What does this mean for people receiving Social Security in 2021? Is it really 1.3%? 2) If I'm planning for retirement, what Social Security increases should I assume...
Three Common Myths About Planning for Retirement
The thought of retirement tends to bring people peace and hope throughout their entire career. The thought of planning for retirement, on the other hand, tends to be overwhelming. The idea of lining up finances to get you to that point can seem like such a burden. However, we have found over the...
Should I Start Social Security Benefits Earlier Than Planned?
A common question that we're getting these days is should I start social security earlier than planned? If you're between ages 62 and 70, and you recently lost your job, then here are a few things to think about: If you're under your full retirement age of 66 or 67 and you're not working right...
Four Questions to Test Your Retirement Readiness During Turbulent Times
There are so many unknowns when it comes to the impact this pandemic is going to have on our economy, the stock market, and your individual financial plan. Here are four questions to find out your investment-in-retirement readiness: Question One Do you have enough money set aside so that you won't...
Two Reasons Not To Worry if the Market Goes Down
When we look at our investment accounts, it can seem so unpredictable these last few months, and really this whole year. They go up and they go down, there's big swings in the market, there's an upcoming election, and it just seems like a lot of uncertainty out there. And you might be wondering if...
The Three-Bucket Strategy
There are quite a few different retirement withdrawal strategies out there and in this video I'm going to be going over the Three-Bucket Strategy. When using a strategy like this one, I've seen clients able to handle and move through bear markets or big corrections, like the one that we're...