www.ChicagoFeeOnlyFinancial.com

We are happy to announce the launch of a new website focusing on Fee-Only financial planning in the Chicago area. In cooperation with seven other advisors, John Davis and Dan Carey hope to make it easier for consumers to get objective advice about managing their personal finances. We are committed to providing these services to […]

Mentor Monthly Missive – November 2014

Mentor Monthly Missive – October 2014

Mentor Monthly Missive – September 2014

Mentor Monthly Missive – August 2014

Mentor Monthly Missive – July 2014

Coalition backs more $$ for SEC

Bravo to the Financial Planning Coalition, which is backing legislation that would raise fees for investment advisers to increase the “dangerously low” number of exams the Securities and Exchange Commission currently conducts. The best way to protect consumers is to beef up examinations – which should be targeted at the riskiest of operations: For example […]

Bureaucrat-think

So the government wants to stop U.S. companies from moving overseas for tax reasons. The solution? Make the U.S. corporate tax environment even more onerous. This is typical of the way bureaucrats think. They fail to consider that businesses, like consumers, do what’s in their own financial best interests. A friend commented that it […]

Obamacare credit for small biz health insurance

Obamacare’s web site for small businesses to sign up for health insurance is still non-functioning, but it has a working calculator to find out if you qualify for a tax credit: https://www.healthcare.gov/shop-calculators-taxcredit/ Be prepared to enter current year projected numbers for: full-time employees; part-time employee hours; total wages; whether the employer will pay 50% or more of […]

Excellent eight

A key element of managing wealth is setting the stage for an enjoyable retirement. Here are eight rules we recommend to ensure success during the Golden Years: Limit distributions from your retirement savings to a “safe” amount, say between 3% and 4%, depending on the makeup of your portfolio. Stay flexible in your spending, so […]

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