Blog

Cryptocurrency is in the headlines enough that it may pique your interest. Some swear that it’s the wave of the future for money and finance. But should it be part of your comprehensive financial plan checklist?

Individuals with high net worth are probably rightly concerned with preserving their family wealth, not only for their children and grandchildren but for the generations that follow them.

What should you consider before investing? Investing is a relatively complex phenomenon, consisting of market conditions, economics, and your personal goals and financial situation, as well as your stage of life. Let’s discuss...

A new year is coming soon! New years are an ideal time to create and review your financial wellness checklist.

So much of our finances are determined not by money, but by our personalities. Financial planning is often driven by the emotional side of things — our goals, values, priorities, and needs. And, once we define our goals and...

Financial health, physical health, and mental health all work together. But many people worry about their financial health. Many Americans lose sleep about financial worries — everything from anxieties about spending too much to...

Financial health is as important as physical and mental health. Without it, you’re unlikely to be living a full and productive life. But how do you know if you’re financially healthy? After all, there’s no equivalent to a...

It’s safe to say that everyone wants a comfortable retirement. But the best way to get there isn’t to focus only on retirement itself or a specific amount of money you need. Instead, the best way just might be to create a life...

When you work with a financial planner or coach in the Chicago, IL area, it’s easy to focus on money only. After all, that’s a part of the process! Looking at balance statements, talking about asset allocation, considering tax...

Libertyville, IL investors, business owners, pre-retirees, and retirees all may have different ideas about money. Some people see money as an element to be sought after, others seek to avoid talking about it or even thinking...