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Making the Most of America Saves Week
This year, America Saves Week runs from February 22 – 26. The week is an opportunity for to promote good more
Get Your Social Security Benefit Statement (SSA-1099 / SSA-1042S)
Tax season is approaching and replacing your annual Benefit Statement has never been easier. The Benefit Statement, also known as more
Workers in Your Home and Social Security
Do you plan to pay a cleaning person, cook, gardener, babysitter, or other household worker at least $2,300 in 2021? more
Don’t Forget to Check Your Retirement Plan. Here Are Moves to Make Before the Year Is Out.
Read the Entire Article Here Jude Boudreaux, CFP®, is a Partner/Sr. Financial Planner in the Chicago and more
TPC Technology: Docusign – Making Paperwork More Secure and Efficient
By Matt Mercer, Operations Manager Our clients often ask us, “Why is there so much paperwork?”. Whether you have worked more
David Booth Long-Term Investment Strategy
Business Insider interviewed David Booth who says focusing on this long-term investing strategy will help you get the returns you’re more
The Right Thing, Not the Easy Thing
New entrants into the field of systematic investing must look for ways to differentiate themselves. Impressive backtested performance is one more
Why Financial Planning
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. I started in the financial services industry thirty-six years more
To Spend or Not to Spend
by Andrew Sivertsen, CFP® CeFT® To spend or not to spend, that is the question? “Dad! Dad! Dad! Can I more
Why Worry About Survivorship Bias?
For actively managed US equity mutual funds over the period from 1991 to 2020, survivorship bias overstates the median fund more