Valparaiso | Joliet | Oakbrook Terrace

How Much Money Will I Need in Retirement?

Posted: November 2, 2017 Comments: 3

Planning and saving for retirement can seem daunting, but as with any long-term project, it may help to have a plan. Surprisingly, less than half of current workers have tried[…]

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3 Retirement Pitfalls to Avoid

Posted: October 3, 2017 Comments: 0

As you near retirement, you’re probably looking forward to the laid-back lifestyle it can offer. But there can also be some snags that could cause you to run into financial[…]

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Do I Really Need Life Insurance?

Posted: September 1, 2017 Comments: 0

Do I Really Need Life Insurance? Let’s face it. Most people put off buying life insurance for any number of reasons. Take a look at this list—do any of them[…]

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How much life insurance do I need?

Posted: June 30, 2017 Comments: 0

The most important part of buying life insurance is determining how much you need. Since everyone’s financial circumstances and goals are different, there is no rule of thumb to tell[…]

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4 Ways to Start Saving for Retirement Today

Posted: June 2, 2017 Comments: 0

Saving money is an important part of leading a successful and financially independent lifestyle. While saving can help fund big-ticket items such as cars, homes, or vacations, it also serves[…]

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Is it time to rethink your retirement?

Posted: May 4, 2017 Comments: 0

Every day thousands of Baby Boomers enter their retirement years. They are, unfortunately, members of a generation who are largely unsure of their financial future. For the past seven years,[…]

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Guaranteed Income in Your Retirement

Posted: April 3, 2017 Comments: 0

One of the biggest concerns of preretirees and retirees is income. This makes a lot of sense when you consider that all your savings essentially breaks down to an annual[…]

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Taxes in Retirement: What You Need to Know

Posted: March 6, 2017 Comments: 0

Life after retirement is full of changes and challenges, not the least of which is trying to understand how taxes will impact your income and deductions in retirement. Many wonder[…]

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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 […]