Valparaiso | Joliet | Oakbrook Terrace

Sizzlin’ Summer Series: PART 3

Posted: July 10, 2019 Comments: 0

What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat; or maybe it’s the sound of the[…]

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Sizzlin’ Summer Series: PART 2

Posted: June 7, 2019 Comments: 0

The official start of Summer – June 21st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash[…]

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Sizzlin’ Summer Series: PART 1

Posted: May 13, 2019 Comments: 0

This last Winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better[…]

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April is Financial Literacy Month

Posted: April 10, 2019 Comments: 0

Do you consider yourself financially literate? According to a study by S&P Global, 57% of American adults are financially literate, ranking the U.S. 14th in the world. As a way[…]

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3 Tips to Spring Clean Your Finances

Posted: March 26, 2019 Comments: 0

With the official start the Spring being March 20th, the entire country can now start shedding layers after a record-breaking winter. Along with spring comes nice temperatures, fresh crisp smells,[…]

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Your 2019 Financial Calendar

Posted: February 1, 2019 Comments: 0

There are 12 Months, 52 weeks, 365 days, 525,949 minutes in a year. From holidays, to appointments and birthdays, a lot can happen and even more can be forgotten. To[…]

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Financial Resolutions for 2019

Posted: January 8, 2019 Comments: 0

The holidays are in the rearview and the New Year is just over the horizon. As everyone starts the New Year off with positive changes and new annual goals, make[…]

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8 Year-End Financial Tips

Posted: December 1, 2018 Comments: 0

Twas a few weeks before Christmas, and all through the house, not a person was over-spending, not even  on decorations for the house. Receipts and bills were paid and filed[…]

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4 Must Know Financial Terms

Posted: November 1, 2018 Comments: 0

The holidays are upon us! And with the holidays comes the fun tradition of holiday shopping! Just as you should plan when shopping, you should also plan of when dealing[…]

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Latest Article

Sizzlin’ Summer Series: PART 3

What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in […]

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Next Class

Women & Retirement

  • Option One: Tuesday 3/19/2019 | 6:30pm - 8:30pm
  • Option Two: Thursday 3/21/2019 | 6:30pm - 8:30pm

Today, more women than ever want to know how to take care of themselves and their families financially.  But when facing retirement, women often face unique financial challenges such as […]