Changes to Social Security and the Impact on you


After receiving no cost-of-living adjustment (COLA) for 2016, the Social Security Administration announced on Tuesday, October 18th that benefit recipients shall receive a 0.3% COLA for the 2017 year.  This means an individual who received $15,000 in Social Security benefits for 2016, will now receive $15,045 for 2017.  These adjustments are made to keep pace […]

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Is it time to flee short-term bonds?


We couldn’t have said it any better than Catherine Gordon of the Vanguard Investment Strategy Group: “I also think that we often talk about trying to time the stock market. You know, is the market going to go up, is it going to go down? But trying to time the bond market is just as […]

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Mentor Monthly Missive – December 2014


Mentor Monthly Missive – December 2014

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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 […]

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Mentor Monthly Missive – November 2014


Mentor Monthly Missive – November 2014

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Mentor Monthly Missive – October 2014


Mentor Monthly Missive – October 2014

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Mentor Monthly Missive – September 2014


Mentor Monthly Missive – September 2014

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Mentor Monthly Missive – August 2014


Mentor Monthly Missive – August 2014

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Mentor Monthly Missive – July 2014


Mentor Monthly Missive – July 2014

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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 […]

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