August 9, 2012

Interesting facts about Long Term Care

One of the most common questions I get when preparing financial plans for people near retirement is about long term care insurance.  As I talk with […]
May 19, 2011

Managing your portfolio in retirement

One of the biggest financial impacts of retirement is the mind-set change that is needed to manage your portfolio.  Prior to retirement, financial planners recommend having […]
March 7, 2011

Social Security Changes

New Social Security rules change your ability to take advantage of loopholes in the system and some strategies written about before December 8, 2010 are no longer allowed.
January 17, 2011

Reducing the impact of Illinois’ tax increase

5 ways to reduce your Illinois state tax for 2011