- Downers Grove (Formerly Lombard)
1431 Opus Place, Suite 200, Downers Grove, IL 60515
Phone: (630) 376-0510 Fax: (630) 261-2266
3201 S Meadowbrook Rd, Springfield, IL 62711-7045
Phone: (217) 698-6420 Fax: (217) 698-9390
4709 W. Golf Road, Suite 1120, Skokie, IL 60076
Phone: (847) 779-0687 Fax: (847) 679-9145
1730 Park St, Suite 211, Naperville, IL 60563
Phone: (630) 596-8000 Fax: (630) 596-8010
207 W. Jefferson Street, Bloomington, IL 60171
Phone: (217) 698-6420
Building Your Legacy
A four-step framework for building a personal legacy.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
It may help your business be better prepared in the event of the death of a principal or key employee.
Marriage changes everything, including your insurance needs.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.