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Blog

Woman writing in a paper planner with a pen
Joel Mathews | May 12, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Credit cards in wallet in back pocket.
Joel Mathews | May 5, 2021

Personal Loans and Credit Card Payoffs - What You Need To Know

With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt
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Grandparents with grandchildren.
Joel Mathews | Apr 28, 2021

Will It to be So: Things to Consider for a Strong Will

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately
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Man sitting at a long table in front of a window. He is looking at his phone.
Joel Mathews | Apr 21, 2021

Passive Income Investments: How to Make Your Money Work for You

Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Apps on tablet.
Joel Mathews | Apr 14, 2021

Investing Made Mobile: 5 Apps for the Smart Investor

The stock market is a fast-flying, quick U-turn, up and down game to play. It’s both exhilarating and exhausting. And, if you’re like most people, you’re
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Joel Mathews | Apr 7, 2021

6 Easy Organization Tips to Take Time off of Taxes

As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It
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Wing of plane in sky.
Joel Mathews | Mar 31, 2021

Immediate and Deferred Annuities: Making Both Work for a Secure Retirement

Annuities has a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an “annua”, or annual stipend,  from the
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Receipt and calculator.
Joel Mathews | Mar 26, 2021

Calculating Retirement Savings: How to Add Up Your Financial Future Success

This is probably the question financial planners are asked the most when clients walk in to discuss retirement freedom. A simple question, in theory, but not an
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colleagues gathered around talking
Joel Mathews | Mar 24, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Row of townhomes
Joel Mathews | Mar 17, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Joel Mathews | Feb 24, 2021

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Joel Mathews | Feb 17, 2021

Infographic: 6 Easy Organization Tips to Take Time off of Taxes

6 organization tips taxes.jpg

Resources:

  1. https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/
  2. http://money.howstuffworks.com/personal-finance/personal-income
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224.269.0009

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Northbrook, IL 60062

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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